Description:
Summary:In this client-facing role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your planning experience to develop and deliver customized plans for high-net-worth clients and business owners. Existing estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.
Primary Duties and Responsibilities:
- Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive wealth plans for high-net-worth clients with an emphasis on estate planning, wealth transfer, and business succession strategies.
- Design strategies based on the clients' goals and financial situation to inform and drive client decision making.
- Lead presentation of wealth plans to advisors and clients.
- Collaborate with clients' outside legal and tax advisors.
- Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).
Qualifications:
- JD from an accredited program. Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M.
- Minimum of 5 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
- Existing knowledge and willingness to deepen in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
- Experience working directly with high-net-worth clients in estate and business planning, as well as tax planning.
- FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire.
- Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.
- Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice.
- Proven ability to develop trusting relationships with financial advisors and be a team player.
- Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.
