VP, Advanced Planning

Responsibilities

• Lead comprehensive financial and estate planning engagements for high net worth clients
• Collaborate with an Advanced Planning Analyst to enhance client engagements
• Utilize video technology for remote client interaction and support in-person meetings when necessary
• Engage in travel as required, typically 5% to 20% depending on regional proximity
• Coach and develop junior team members for exceptional client service
• Communicate complex financial topics clearly to diverse audiences
• Drive High Net Worth engagements independently while balancing efficiency

Qualifications

• Bachelor's Degree
• CPA, JD, M.T., LLM in taxation, CFA or CFP preferred
• 13-15+ years of experience with 7+ years in trusts and estate planning, income tax, or succession planning
• FINRA Series 7 and 66 to be obtained within 90-days of employment
• Knowledge in retirement, financial, investment, insurance planning, and estate planning
• Expertise in family wealth transfer, wills/trusts, and taxation
• Proficient in financial planning tools like eMoney
• Experience working with business owners and start-ups a plus