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Associate Wealth Strategies Advisor- Boston

Boston, Massachusetts

Job Description:

An Associate Wealth Strategist in Wealth Strategy answers client's estate and financial planning questions by performing a variety of analyses, creating recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client's goals. In addition, the Associate Wealth Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with divisional and market leadership to develop client-focused initiatives in the $3mm to $10mm+ wealth segment.

Responsibilities
• Oversees the planning engagement from start to finish
• Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients
• Delegates effectively to Analysts
Gathers data, runs analyses and develops solutions based on analyses
Creates final version of client plan
• Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication
• Proactively helps the Division Executives and Market Executives meet their goals
• Keeps current with major developments in tax and estate and financial planning
• Mentors Analysts
• Occasionally work on Wealth Strategy-wide issues 


Qualifications/Desired Skills • Gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
• Advanced understanding of a wide range of subject matters including income taxation, estate and gift taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.
• Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
• Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
• Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
• Word, Excel and PowerPoint.
• Various Wealth Strategy stochastic models and planning software such as Number Cruncher and WealthMaster.
Desired Qualifications:
•  Minimum five years of planning-related work experience required
• JD, CPA, or CFP required
• LLM, MST, MBA (or in progress) a plus

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

An Associate Wealth Strategist in Wealth Strategy answers client's estate and financial planning questions by performing a variety of analyses, creating recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client's goals. In addition, the Associate Wealth Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with divisional and market leadership to develop client-focused initiatives in the $3mm to $10mm+ wealth segment.

Responsibilities
• Oversees the planning engagement from start to finish
• Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients
• Delegates effectively to Analysts
Gathers data, runs analyses and develops solutions based on analyses
Creates final version of client plan
• Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication
• Proactively helps the Division Executives and Market Executives meet their goals
• Keeps current with major developments in tax and estate and financial planning
• Mentors Analysts
• Occasionally work on Wealth Strategy-wide issues 


Qualifications/Desired Skills • Gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
• Advanced understanding of a wide range of subject matters including income taxation, estate and gift taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.
• Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
• Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
• Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
• Word, Excel and PowerPoint.
• Various Wealth Strategy stochastic models and planning software such as Number Cruncher and WealthMaster.
Desired Qualifications:
•  Minimum five years of planning-related work experience required
• JD, CPA, or CFP required
• LLM, MST, MBA (or in progress) a plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21019084

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Teresa Perry

Referral Bonus:

0

Street Address

Primary Location:
100 FEDERAL ST, MA, Boston, 02110