We are seeking an experienced and highly motivated
Wealth Planning Strategistto join our team. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives.
This position can be located in Las Vegas, Reno, San Diego, Los Angeles, Irvine, or San Francisco.
Primary Responsibilities:- Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection.
- Develop trusted partnerships with Wealth Advisors, Private Bankers, and Commercial Bankers to earn introductions to highly valued clients and prospects.
- Participate in prospect meetings to augment discovery conversation and identify advanced planning needs and opportunities.
- Determine appropriate level of service based on client's situation and convey value of a fee-based wealth planning engagement when suitable.
- Collaborate with Wealth Planners and Senior Wealth Planners to effectively deliver and implement recommendations to fee-based engagement clients.
- Present on timely wealth, tax, and estate planning topics at client and prospect events.
- Actively cultivate a robust COI network, specifically estate planning attorneys, accountants, and appraisers.
Qualifications:- Bachelor's degree required
- CFP®, CPA, JD, or MBA preferred
- 10+ years of experience in financial, tax, or estate planning, specifically for high-net-worth and ultra-high-net-worth clients
- Advanced knowledge of the Federal transfer tax system (Gift, Estate, and GST) and experience implementing wealth transfer strategies, such as IDGTs and SLATs
- Experience advising business owners through exit planning, including intrafamily transfers, key employee acquisitions, third-party sales, and IPO
An ideal candidate will possess the following attributes:
- Client-first mentality
- Ability to effectively communicate complex concepts, both verbally and in writing
- High emotional intelligence to navigate delicate conversations and family dynamics
- Collaborative nature to partner with internal and external specialists as part of a cohesive team
- Aptitude for continuous learning to solve unique financial issues and stay abreast of tax and law changes
- Passion for coaching and developing less experienced colleagues
- Engagement in local professional networks
This position is eligible to earn a base salary in the range of$180,000 - $200,000annually depending on job-related factors such as level of experience and location.
Benefits:- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
