Senior Wealth Strategist

Profile

Senior Wealth Strategist
The candidate is responsible for supporting and working closely with Relationship Managers and clients to develop and implement charitable estate and wealth transfer and management planning as part of company Private Wealth’s integrated wealth management process. Other responsibilities of the Wealth Strategist include estate planning, tax planning, setting up philanthropic vehicles, life insurance programs, business succession planning and fiduciary administration work. Accountabilities: Liaise with Relationship Managers and clients in a consultative role, developing estate, tax, philanthropic programs to enhance the overall client experience with company Private Wealth. Assist with the review of estate planning and trust documents. Preparation of written and graphical summaries. Preparation and analysis of financial planning and income tax projections. Research and review of fiduciary and tax issues. Support the business development effort by participating in prospect calls. Assist in developing educational and marketing materials. Participate in educational seminars internally. Speak to client and intermediary groups externally. Assist with the evaluation of financial and estate planning software. Participate in expanding the wealth strategies offering across the firm. Knowledge And Skills: Bachelor’s degree and Juris Doctorate. Attorney with 10-15+ years of estate planning experience. Expertise in estate planning, insurance planning, business succession planning, philanthropic planning and income tax planning. Experience in the trust and financial services industry with broad connections in the trust and estate legal community. Excellent presentation and interpersonal skills. Excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.

Company info

Sign Up Now - MiamiCrossing.com