Wealth Strategist - California & Nevada

Primary Responsibilities

• Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection.
• Develop trusted partnerships with Wealth Advisors, Private Bankers, and Commercial Bankers to earn introductions to highly valued clients and prospects.
• Participate in prospect meetings to augment discovery conversation and identify advanced planning needs and opportunities.
• Determine appropriate level of service based on client’s situation and convey value of a fee-based wealth planning engagement when suitable.
• Collaborate with Wealth Planners and Senior Wealth Planners to effectively deliver and implement recommendations to fee-based engagement clients.
• Present on timely wealth, tax, and estate planning topics at client and prospect events.
• Actively cultivate a robust COI network, specifically estate planning attorneys, accountants, and appraisers.

Qualifications

• Bachelor’s degree required
• CFP®, CPA, JD, or MBA preferred
• 10+ years of experience in financial, tax, or estate planning, specifically for high-net-worth and ultra-high-net-worth clients
• Advanced knowledge of the Federal transfer tax system (Gift, Estate, and GST) and experience implementing wealth transfer strategies, such as IDGTs and SLATs
• Experience advising business owners through exit planning, including intrafamily transfers, key employee acquisitions, third-party sales, and IPO

Attributes

• Client-first mentality
• Ability to effectively communicate complex concepts, both verbally and in writing
• High emotional intelligence to navigate delicate conversations and family dynamics
• Collaborative nature to partner with internal and external specialists as part of a cohesive team
• Aptitude for continuous learning to solve unique financial issues and stay abreast of tax and law changes
• Passion for coaching and developing less experienced colleagues
• Engagement in local professional networks

Pay

Base salary in the range of $180,000 - $200,000 annually depending on job-related factors such as level of experience and location.

Benefits

• Mental health benefits including coaching and therapy sessions
• Tuition reimbursement for qualifying employees
• Employee Ambassador preferred banking products