Senior Wealth Planning Strategist

About the role

We are just as complex as clients’ challenges…we integrate strategy, people, and wealth management to help clients endure. We’ve been trusted advisors to 300+ privately held businesses, families, and individuals across a span of over 35 years. And we are just getting started… What are YOU looking for? You want the opportunity to learn and grow…constantly. You want to join a company that focuses on accentuating your strengths—not your weaknesses. You are ready to utilize your energy, intelligence, and skill set. You are energetic and want to be part of a growing business. You have experience and are not afraid to use it. You love solving complex financial challenges faced by equally complex client situations. You want to work with others…and have a healthy dose of independent work time.

Responsibilities

• Develops, consults on, and implements tax, estate, and business plans for clients, including those of the greatest complexity
• Conducts and reviews research, as appropriate, and develops tax, estate, and financial analyses and plans
• Provide recommendations to the team and may participate in recommendation presentation to clients and clients’ advisors
• Analyze financial, legal, tax, accounting, and other related information to develop personal and business plans
• Build customizable Excel models or update existing templates to model varying options
• Construct and analyze cash flow analyses
• Communicate potential impact to various plans—i.e., wealth, estate, trust, financial, insurance, etc.—based on client decisions, business assumptions, market environment, and policy changes
• Create estate plan diagrams
• Identify tax planning opportunities, including charitable donations
• Update client wealth and estate plans with updates from source data
• Monitor changes in tax laws and developments in financial strategies, particularly with respect to financial plans, trusts, and estate plans
• Engages with the trusts, estates, and tax community to keep the knowledge base up to date and foster valuable connections
• Familiar with sophisticated estate planning strategies and understanding of how to develop and implement varying techniques
• Collaborates in the acquisition of new clients and retains, expands, and deepens existing relationships

Qualifications

Desired qualifications:

• 8+ years relevant experience
• Graduate degree or certification in finance (MSF), financial planning (MFP), taxation (MT), law (JD, LLM), or related
• One or more of the following credentials: AEP, RICP, WMCP, or CPA
• Strong understanding of wealth, income, estate, gift, and generational tax planning
• Proficiency building models in Excel
• Business Acumen – Knowledge, insight, and understanding of business concepts, tools, structures, and processes in the context of privately held businesses; ability to apply this knowledge appropriately to client situations
• Effective Communications – Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Minimum qualifications:

• 5+ years of relevant experience
• Bachelor’s degree in finance, mathematics, actuarial science, or related. Will consider experience and other degrees and credentials in lieu of a bachelor’s degree in a relevant discipline.
• One or more of the following credentials: CFP, CPWA, or ChFC
• Proficiency utilizing models in Excel

Pay

Compensation: $45,000 - $85,000 yearly