Wealth Strategies Advisor
Core
Specialized resource for Advisor teams to address high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs.
Role type
Wealth Strategies Advisor (IC)
Builds
Holistic, integrated planning strategies for clients and referral networks for Advisors
Domain
Wealth Management / Estate & Tax Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Trust and estate planning, Income and wealth transfer tax planning, Investments, Retirement planning, Cash flow modeling, Sale of business entities, Philanthropic planning, Stochastic modeling software (WealthMaster), Microsoft Office Suite
Preferred skills
Charitable and non-charitable split interest trusts expertise, Business transitions expertise
Technologies
WealthMaster, Microsoft Word, Excel, PowerPoint
Responsibilities
Lead wealth planning engagement process from start to finish, Perform technical analyses of clients' estate and financial information, Develop planning strategies for implementation with clients' advisors, Expand client relationships and assist Advisors in new business opportunities, Build a network with local centers of influence for business referrals
Seniority
Mid-Senior level, hands-on IC