Senior Advice and Planning Analyst

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** Regular or Temporary:*
* Regular

** Language Fluency:
** English (Required)

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* Work Shift:

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* 1st shift (United States of America)

** Please review the following job description:*
* Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a primary focus on Ultra-High Net Worth (UHNW) clients and prospects.  Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group, educating teammates, and improving service, processes, and systems.

Will assist the wealth team members on the most complex financial, tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, trust documents, wills, retirement accounts and other planning information for High and Ultra-High Net Worth clients and prospective clients. Must possess superior analytical and problem-solving skills while maintaining the highest standard of competency and work quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality.

May be asked to meet with clients and prospective clients on a periodic basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.

1.
Impact:
The Senior Advice and Planning Analyst's primary purpose is providing complex actionable solutions commensurate with the scope of the most complex UHNW client needs with advanced deliverables and solutions that relate back to that scope.

2.
Expertise:
Delivering solutions commensurate with UHNW  families' needs that may include:
Complex review, analysis and diagram of existing estate plan and modeling of advanced estate, legacy and tax planning options/strategies. Creation of complex personal balance sheets, budgeting and other advanced customized financial statements;
Capital sufficiency and other complex custom financial planning analysis commensurate with the needs of UHNW families.

3.
Advice Integration:
Proactively engaging with the team and clients to assess and discover appropriate scope of customized, complex UHNW client needs. Demonstrating superior understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates UHNW clients, and prospects.

4.
Advice Process Excellence:  Proven ability to effectively execute the financial planning and advice process as it relates to the needs of UHNW families including:
Identifying and prioritizing goals and objectives, gathering data, analyzing current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress

5.
Productivity/Efficiency:
Maintaining an efficient, effective, prioritized workload and workflow.  Communicating current and ongoing status of work to team and client as well as results of those efforts using appropriate systems.  Practicing superior time management, sensitivity to deadlines and appropriate allocation of resources in accordance with opportunity and complexity;

6.
New Business/Retention:
Helping drive new revenue by participation in creation, planning and or attendance at strategy sessions and client new business/opportunity presentations and meetings.  Delivering superior level of client service to retain clients. This includes:
Anticipating client and advisor needs through proactive behavior, taking of initiative and keeping constant communication. Identifying at risk situations and keeping team and management informed. Cultivating relationships with next generation beneficiaries leading to our ability to enhance our client families' experience as well as being able to continue working with families across wealth transition events.

7.
Knowledge and Technological Relevance:
Keeping current on the most advanced estate, tax and planning trends and their application to the Elements of Wealth as they relate to solutions for our clients. Maintaining and pursuing professional…