Be an early applicantLess than 25 applicants

Company

Wealth Enhancement Group · 4 hours ago

Private Client Strategist

United States

Full-time

Remote

Senior Level, Lead/Staff

$140K/yr - $225K/yr

10+ years exp

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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CFPFINRA Series 7FINRA Series 66Insurance LifeInsurance HealthInsurance VariableFinancial PlanningAdvanced Tax KnowledgeCPAEstate PlanningTax StrategiesRisk ManagementMicrosoft Office SuiteSalesforceFinancial Planning TechnologyCharitable Strategies

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