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Senior Wealth Planning Strategist
2 weeks ago
As a Senior Wealth Planning Strategist, you will:
Conduct research and develop financial and estate analyses and plans
Review documents, analyze client situations, and identify actionable insights
Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.
Execute, maintain, and update client models, programs, and plans
Major Duties/Essential Functions
Develops, consults on, and implements tax, estate and business plans for clients, including those of the greatest complexity
Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses, and plans
Provide recommendations to team and may participate in recommendation presentation to clients and clients advisors
Analyze financial, legal, tax, accounting, and other related information to develop personal and business plans
Build customizable Excel models or update existing templates to model varying options such as sale/gift to an IDIT, GRATs, Private Annuities, CRUTs, CLT, use of exemptions, etc.
Construct and analyze cash flow analyses
Communicate potential impact to various plansi.e., wealth, estate, trust, financial, insurance, on client decisions, business assumptions, market environment, and policy changes
Create estate plan diagrams
Identify tax planning opportunities, including charitable donations
Update client wealth and estate plans with updates from source data
Monitor changes in tax laws and developments in financial strategies, particularly with respect to financial plans, trusts, and estate plans
Engage with the trusts, estates, and tax community to keep knowledge base up to date and foster valuable connections
Familiar with sophisticated estate planning strategies and understanding of how to develop and implement varying techniques
Collaborates in the acquisition of new clients and retains, expands and deepens existing relationships.
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