Estate Planning Strategist, Vice President
Core
Provide objective information and analyses focusing on estate, gift, and income tax planning to ultra-high net worth clients.
Role type
Senior IC estate planning strategist
Builds
Estate and tax planning strategies for ultra-high net worth clients
Domain
Wealth management / Estate planning
Required skills
U.S. estate planning strategies, income tax planning, trusts and estates, legal document review, complex structure simplification, MS trustee services, insurance planning, philanthropic structures, financial planning analyses
Preferred skills
Accounting background, executive compensation, retirement planning
Technologies
PowerPoint, MS trustee services platforms
Responsibilities
Build relationships with ultra-high net worth clients, review and critique estate planning documents, simplify complex legal topics, compare estate planning alternatives, prepare presentation materials, collaborate with attorneys and accountants, educate financial advisors on legal changes
Seniority
Vice President, Senior IC
