Top firm seeking top talent in wealth management who can maximize estate tax exemptions, experience with spousal irrevocable trust, and charitable annuity trust, then we want to meet you!
OPEN TO RELOCATION TO THE AREA IF NEEDED and EQUITY!
This is a top firm in its space with an entrepreneurial department looking to take off!
They are setting up the right talent in multiple roles who will become the dream team with an opportunity to grow with this team and step up to manage once they grow this space.
Job Overview: As the Vice President, High Net Worth Planning Services Strategist, you'll provide essential support to advisors serving high-net-worth clients. This role involves strategy development for holistic and estate planning, practice coaching, client presentations, AB trust, SLAT, TCLATS deep understanding and implementation.
Responsibilities:
Case Consultations: Consult with financial advisors on new sales opportunities, performing detailed needs analyses and identifying appropriate planning strategies.
Technical Planning Acumen: Utilize advanced understanding to implement complex financial, estate, and tax planning solutions.
Training and Education: Train advisors on client needs, platform features, practice management, and portfolio construction.
Transition Support: Provide support for advisors joining the team.
Marketing: Assist in creating marketing materials and client-facing content.
Opportunity Tracking and Reporting: Manage opportunity-tracking database and generate sales reports.
Requirements:
JD, or LLM, JD with LLM or JD CFP
Bachelor's degree
6 plus years experience in advisory and fee-based platforms, financial and estate planning, Spousal lifetime access irrevocable trust and TCLATS, institutional client needs
Series 7 and 65 or 66 required (or willingness to obtain within 90 days)
Up to 40% Travel expected for consultation support and training events