Sr Wealth Strategist
Core
Sells trust and investment management products to high-net-worth individuals, families, and institutions while providing estate and tax planning services.
Role type
Senior Individual Contributor Wealth Strategist (Trust Sales)
Builds
Trust accounts, investment portfolios, estate plans, and tax strategies for sophisticated clients
Domain
Wealth Management / Trust Services / Estate Planning
Deliverable
client delivery
Required skills
fiduciary product knowledge, estate planning expertise, tax planning knowledge, sales and prospecting, client relationship management, regulatory compliance, financial analysis, cross-selling, goal setting
Preferred skills
experience with living trusts and wills, knowledge of inheritance and gift taxes, ability to consult with attorneys and CPAs
Technologies
CRM systems, banking operations platforms
Responsibilities
Identify prospective clients using business contacts and area files; research financial pictures to determine service needs; consult with clients and attorneys on estate planning and tax strategies; summarize account assets for eligibility and tax classification; maintain in-depth knowledge of trust-oriented services and applicable laws; initiate and follow through on loan and account service requests; cross-sell relationship improvement opportunities; represent personal financial planning in business councils; participate in product training seminars
Seniority
Senior, hands-on IC
