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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 10 yrs required
UHNW Wealth / Estate Planning Attorney The candidate will help Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for the Advanced Resources Center (ARC). Will manage the end-to-end advisor and client experience of ARC Resources. Coordinate comprehensive and integrated planning across teams of ARC specialists, and across company divisions, to address each client's unique and evolving needs (e.g., family dynamics; philanthropic and charitable planning; business succession planning; cash flow modeling and liquidity management; estate, gift, and generation skipping tax planning; income tax planning; retirement and educational tax planning; asset protection and risk management; and executive compensation and benefits). Work with regional and local branch management to identify and support business development initiatives around UHNW clients and prospects. Proactively engage and build relationships with advisors and clients who do not engage ARC today, but may benefit from ARC capabilities. Keep current all client relationship management (CRM) data and dossiers across ARC. Act as a company and ARC ambassador by making presentations at various internal and external forums. Participate in client VIP and recruit meetings. An advanced degree like a J.D. is preferred. Must have 10+ years of industry experience. Should have experience in working with ultra-high net worth individuals required (e.g., SFO or MFO professional; private bank professional; trust, tax & estate attorney or accountant, etc.). Series 7 and 66 required, 24 preferred. Extensive travel is required.
Job Number: 3113246
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