Senior Wealth Strategist, Clark Capital

** Essential Functions**  

+ Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives 

+ Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics.

+ Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients 

+ Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamic and other risks 

+ Quickly identify, pursue, and present solutions aligned with the best interests of the client 

+  Participate in client meetings and work within a team environment to deliver integrated planning services 

+ Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables 

+ Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors 

+ Keep abreast of legislative and tax changes 

+  Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors 

+ Cultivate and maintain relationships with Advisors directly and in partnership with colleagues 

+  Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues 

+ Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients 

+ Coach and mentor colleagues on different wealth planning topics 

** Qualifications**  

+ Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding

+ Current on innovative wealth planning solutions, including the use of different advanced planning techniques 

+ Outstanding presentation skills, written and verbal communication skills 

+ Outstanding Word, Excel, and PowerPoint creation abilities 

+ Minimum 10 years of experience within a banking, RIA or wire-house culture 

+ Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning  

+ CFP, CPA or JD required 

+  Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred 

** Travel Requirements**  

This role has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month.

 
** Location**  

Remote within the U.S. 

Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected.