Job Title: Director, Advanced Planning - REMOTE
Job Responsibilities:
- Serve as an estate planning subject matter authority for high net worth clients and their advisors.
- Provide comprehensive financial and estate planning support as a member of a regionally-aligned Advanced Planning team.
- Support the Vice President, Advanced Planning Market Lead in advisor training, regional business development, and thought leadership.
- Engage with clients and advisors primarily through video technology to function remotely and meet virtually.
- Collaborate within the Advanced Planning team both virtually and in-person to enhance client service impact.
- Travel expected between 5% and 20% of the time, depending on proximity to regional sites and investor centers.
- Reside within commuting distance to any Minneapolis, MN area Investor Center.
Education and Experience Information:
- Bachelor’s Degree with preferred designations: CPA, JD, ., LLM in taxation.
- 10-12 years of overall work experience with at least 4 years in trusts and estate planning, income tax planning, or succession planning within public accounting, law practice, or wealth management.
- Required FINRA Series 7 and 66 licenses to be obtained within 90 days of employment.
- Knowledge in estate planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation.
- Preferred experience in retirement, financial, investment, and insurance planning.
- Effective in providing and receiving coaching and mentorship.
- Proven ability to thrive in a team environment to deliver an exceptional client planning experience.
- Demonstrates strong communication skills to convey complex subjects clearly and effectively.
- Possesses emotional intelligence to build rapport and communicate effectively with clients and advisors.
- Solution-oriented with a client-first work ethic.
- Capable of working independently, balancing tasks, and prioritizing to maintain efficiency.
- Maintains a positive professional attitude and a thoughtful approach to achieving successful customer outcomes.
Salary Information:
- The base salary range for this position is $110,000 - $160,000 per year.
- Placement in the range will vary based on job responsibilities, scope, geographic location, relevant experience, and other factors.
- Base salary is only part of the total compensation package; the offer may include bonus or other variable compensation.
- Benefits include comprehensive health care coverage, emotional well-being support, market-leading retirement options, generous paid time off, parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and career development resources.
Company Overview:
Company is committed to making financial expertise broadly accessible and effective in helping people live the lives they want. As a privately held company, it values creating a nurturing work environment that attracts top talent and reflects its commitment to associates. It prides itself on a diverse and inclusive workplace, respecting and valuing associates for their unique perspectives and experiences. Company is an equal opportunity employer and will accommodate applicants with disabilities who need adjustments during the application or interview process.
