Job Description
Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence.
This is an existing vacancy.
Duties and Responsibilities
- Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients
- Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence
- Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate
- Collaborate on the development and implementation of wealth planning service standar...