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Wealth Strategies Analyst

Newport Beach, California;

Job Description:

Job Description

Supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients. Executes and delivers on special projects as needed. Assists with marketing efforts through preparation of presentations to facilitate securing current and future business and to build credibility in the local market place. Reviews communication materials for updates on product and service offerings, policy and procedure changes, as well as personnel and risk management updates.

An Analyst in Wealth Strategy, working in conjunction with a Wealth Strategist or Associate Wealth Strategist, gathers client data (e.g., estate planning instruments, assets, liabilities, income and expenses) and produces targeted, specific analyses based on that data.


Specific Duties:


• Gather financial data from a variety of sources (client, their advisors and internal partners)
• Review, analyze, summarize and flowchart estate planning instruments
• Prepare and analyze balance sheets, financial projections and transfer tax illustrations
• Research  basic issues related to estate and financial planning including:  effectiveness of estate tax savings strategies, charitable planning, retirement planning and investment issues
• Participate in internal and external client meetings where appropriate
• Administrative duties as needed

Areas of Competency:


• Client Skills: Interact with internal and external clients to gather necessary data.  Help set appropriate client expectations regarding scope and timing of deliverables.
• Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments, retirement planning and cash flow modeling.
• Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts.  Familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs).
• Software Skills: Word, Excel and PowerPoint.  Various analytical and stochastic models. 

Qualifications:


• CFP® or enrollment in a CFP program strongly encouraged
• JD, CPA, CFA, MST, MBA (or progress thereto) or equivalent work experience a plus
• Highly organized with a strong attention to detail
• Strong analytical skills
• Strong written and oral communication and interpersonal skills

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description

Supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients. Executes and delivers on special projects as needed. Assists with marketing efforts through preparation of presentations to facilitate securing current and future business and to build credibility in the local market place. Reviews communication materials for updates on product and service offerings, policy and procedure changes, as well as personnel and risk management updates.

An Analyst in Wealth Strategy, working in conjunction with a Wealth Strategist or Associate Wealth Strategist, gathers client data (e.g., estate planning instruments, assets, liabilities, income and expenses) and produces targeted, specific analyses based on that data.


Specific Duties:


• Gather financial data from a variety of sources (client, their advisors and internal partners)
• Review, analyze, summarize and flowchart estate planning instruments
• Prepare and analyze balance sheets, financial projections and transfer tax illustrations
• Research  basic issues related to estate and financial planning including:  effectiveness of estate tax savings strategies, charitable planning, retirement planning and investment issues
• Participate in internal and external client meetings where appropriate
• Administrative duties as needed

Areas of Competency:


• Client Skills: Interact with internal and external clients to gather necessary data.  Help set appropriate client expectations regarding scope and timing of deliverables.
• Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments, retirement planning and cash flow modeling.
• Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts.  Familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs).
• Software Skills: Word, Excel and PowerPoint.  Various analytical and stochastic models. 

Qualifications:


• CFP® or enrollment in a CFP program strongly encouraged
• JD, CPA, CFA, MST, MBA (or progress thereto) or equivalent work experience a plus
• Highly organized with a strong attention to detail
• Strong analytical skills
• Strong written and oral communication and interpersonal skills

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22059832

Band: H6

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0