SVP, Advanced Wealth Planning

Duties and Responsibilities

• Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan design, and create plan summaries.
• Construct comprehensive financial plans and develop a set of clear and actionable strategies for the client. Areas of emphasis include estate planning, philanthropic planning, tax mitigation, and risk management.
• Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable manner.
• Summarize estate planning documents and educate clients and prospects on various estate planning strategies in a clear and concise manner.
• Demonstrate an understanding of increasingly complex financial planning concepts and stay informed about current financial planning developments and tax law changes.

Requirements

• Bachelor’s degree
• 5+ years of experience in financial planning/estate planning
• CFP® designation
• JD preferred
• Experience with eMoney Advisor
• Experience with complex estate planning

Qualifications

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.