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Trusts and Estates Attorney in Glendale, CA

Wells Fargo Jul 24,2018 Jun 27,2018 Location USA Glendale CA
This job is expired...

In-House

Attorney

Trusts and Estates

Min 3 yrs required

Profile

Wealth Planner II The candidate supports the Senior Wealth Strategist/team by providing wealth planning services to high net worth clients generally above $50MM. Prepares analysis and work product on moderate to complex cases using financial planning software and Microsoft office tools. Develops comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning. Partners with Senior Wealth Strategist/team during the consultative process with the client and also assists with overall client discovery. May deliver the plan in partnership with the Senior Wealth Strategist/team. May provide support as a subject-matter expert for a specific specialty or type of service. Works closely with internal product teams to understand the changes to WM financial services products. Acts as a wealth planning generalist and product expert, when necessary. Monitors and tracks client revenues related to wealth planning work to ensure sales opportunities are maximized.. Reviews documents such as wills, trusts, corporate governing documents, and others. May work on research projects, presentations, writing assignments, or other projects as they arise, which support a client’s plan, Regional Planning, or a specific business initiative. Adheres to planning procedures and protocols.

Qualification and Experience

A Juris Doctor (JD) degree is preferred. An active Certified Financial Planner (tm) certification is desired. An active Certified Public Accountant (CPA) designation is desired. Should have 3+ years of experience in one or a combination of the following: tax planning, financial planning, or wealth planning. Experience preferred: Previous experience supporting HNW clients. Experience reviewing complex financials, trust and estate documents and tax returns. Experience presenting and implementing advanced wealth transfer strategies/techniques. Experience with Microsoft Office suite as well as other financial planning software tools.

Deadline: 26 July 2018

Additional info

Job ID 5416260

Company info