Wealth Enhancement Group · 6 hours ago
Private Client Strategist
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Responsibilities
Create complex and customized comprehensive financial plans for presentation and delivery to HNW and UHNW clients, which may include the following:
Organize client’s personal and information in a way that provides for easy analysis for all Wealth Strategists involved in a case
Review and summarize client goals and/or planning needs.
Review and summarize an accurate summary of clients’ current financial position.
Review and summarize wills, powers of attorney, and other legal documents to determine if updating is appropriate.
Review tax returns to determine if all appropriate tax savings strategies are being utilized.
Review other client needs, including alternative investments, insurance and risk management, protection strategies, charitable giving, trusts, distribution of the estate, business owner services, etc.
Discuss findings and coordinate specific recommendations with the Financial Advisor, Wealth Strategists, and clients.
Incorporate analyses and recommendations into a Financial Plan for the client
Facilitate and collaborate with other Wealth Strategists (Advanced Planning, Tax & Consulting Services, Trust & Estate, Portfolio Consulting, Insurance, etc.) to provide exceptional advice and premier frictionless service to Advisors and their HNW clients.
Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the HNW and UHNW client.
Coordinate with Advisor regarding next steps to take for the client until all planning needs have been addressed.
Provide technical planning expertise and support
Support Financial Advisors with technical and complex planning and research to answer general questions from the Advisor community.
Assist in updating annual tax and estate planning resources as needed and inform the Advisor community of legislative changes as they happen.
Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.
Participate in the planning and implementation of corporate/team initiatives
Attend and participate in Micro-Monday sessions and other company meetings
Provide timely responses to questions
Contribute positively to problem solving
Provide Training support to peers and new team members
Qualification
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Required
Bachelor's Degree in business, finance, economics or related
CFP – Required
FINRA Series 7 & 66 and Insurance (Life, Health and Variable)
10+ years in Financial Services industry providing comprehensive and complex financial planning.
Technical competence in all areas of comprehensive financial planning
Superior verbal and written communication skills.
Proficient with Microsoft Office Suite or related software.
Proficiently uses financial planning technology
Preferred
JD or CPA – Preferred
Other related advanced designations (e.g. CFA, CTFA, CWS, MBT, LLM-Tax) is preferred but not required
Preferred areas may include: Interpreting complex estate documents, Business owner issues and taxation, Private Placement Life Insurance, Risk management and protection strategies for HNW and UHNW individuals, Grantor trusts, Irrevocable trusts, FLP/LLC planning, Powers of Appointment, Other advanced estate and tax strategies
Advanced Tax knowledge: Estate and gift taxes, Charitable strategies, Trust taxation, Gifting strategies
Exposure to registered investment advisory services
Familiarity with Salesforce and Support Org functionality
Benefits
Training and professional development
Medical, dental and vision coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care and transit spending accounts
Wellness programs and resources
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability – employer paid
Employee assistance plan
Accident and critical illness
Pet insurance
Identity theft
Paid Time Off
12 paid holidays each year
Paid parental leave and paid caregiver leave
Tuition reimbursement
Company
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment management services.
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity· Undisclosed
Recent News
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