Senior Wealth Strategist

Overview

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Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client’s facts and circumstances.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

• Deliver customized wealth plans, including proactive, high impact planning solutions based on each client’s facts and circumstances.
• Provide professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: estate, tax, insurance, option, investment, retirement.
• Review all client deliverables for which the planner is the lead.
• Play a major role in the sales process in acquiring significant relationships: identify issues and planning opportunities for review and discussion with the client and the client’s advisors.
• Conduct research related to the use of various complex tax and estate planning strategies under consideration by clients and develop financial modeling and flowcharts to demonstrate the economic impact of the strategies.
• Deliver the wealth plan to clients and their advisors in a clear and understandable manner and respond to their questions.
• Develop proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base.
• Coach and counsel RMs on financial planning strategies via formal training or as part of client relationship reviews.
• Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.
• Assist with development and presentation of training programs.
• Must be able to converse with clients, their advisors, and RMs convincingly.
• Maintain knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes.
• Attend community and/or industry-specific forums, conferences and/or meetings to broaden relations, network and deepen knowledge of trends, practices, products and competitors.
• Participate actively in community affairs and professional associations.
• Display the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
• Support a proven track record of collaborating with and influencing management and peers to support growth and financial results.
• Participate in the ongoing development of the wealth planning process.

• Provide Wealth Planning Analysts and Planners with timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments.

• Bachelor’s degree required.
• CFP, JD, CPA, or LLM required.
• 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm.
• High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning…