Key skills
Communication
About this role
Role Overview
- Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
- Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.
- Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).
- Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
- Identify developments that impact financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes, etc.).
- Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team training sessions.
- Serve as a mentor to colleagues to develop their financial planning skills.
- All other duties as assigned.
Requirements
- 10+ years of financial planning experience in a client
- or advisor-facing capacity
- CFP Designation or J.D.
- Experience delivering educational content and presenting to diverse audiences
- Demonstrated ability to influence and collaborate across organizational levels
- Strong communication skills, both written and verbal
- Ability to manage multiple complex cases simultaneously
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Benefits
- health, vision, dental insurance
- 401k
- paid time away
- volunteer days
- annual bonus