Wealth Strategies Advisor

Job Description:

Role Overview

A 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 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.

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 Associate Strategists and 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
• Participates actively in developing new Wealth Strategy capabilities, such as white papers and software tools
• Keeps current with major developments in tax and estate and financial planning
• Mentors Associate Strategists and Analysts
• Occasionally work on Wealth Strategy-wide issues  

Required 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, 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 WealthMaster.

Desired Qualifications:

•  Minimum 10 years of planning-related work experience required
• JD, CPA, or CFP required
• LLM, MST, MBA (or in progress) a plus

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