Wealth Financial Planning

2 weeks ago

New Milford, United States USB Service Full time

Wealth Financial Planning & Trust Officer Locations Showing 1 location New Milford, CT 06776, USA Job Details Description The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and the needs of the customer. The Officer is also responsible for the administration of trust, not-for-profit, personal investment management, employee benefit and IRA accounts. This includes managing all accounts in accordance with applicable legal and regulatory requirements, bank policies and procedures, and in conjunction with internal team members and external service providers as appropriate. This position carries the Corporate Title of Vice President. Financial Planning Lead the planning function to further the Departments long-term strategic goals and progress toward key planning and client experience initiatives. Own and drive the financial planning process which includes designing, analyzing and presenting customized plans tailored to each clients facts and circumstances. Areas of emphasis to include goal analysis, estate planning, education planning, charitable giving, tax issues, insurance planning needs and social security. Manage the financial planning process and workload. Responsibilities will include meeting preparation, financial plan construction, direct client contact, meeting follow-up and client service. Serve as the subject matter expert, staying current on planning issues. Also serve as the expert regarding the financial planning software, as well as Excel and Power Point, and cash flow analysis programs in order to provide analysis of a clients current and future financial picture. Develop financial plans for clients, and recommend products and services which support the long-term planning needs and goals of the client. Review all final versions of financial plans prior to client presentations. Provide feedback for improvement and efficiencies to the planning deliverable. Review software enhancements and upgrades as needed. Responsible for maintaining strong relationships in order to retain existing clients; track their successes and keep them informed about any changes that may affect their finances. Business Development & Client Presentations Optimize opportunities to grow assets under management through the financial planning process. Add assets held away to existing account relationships and develop retention strategies for at risk accounts. Seek, identify and approach new prospects and establish strong relationships with new clients as their trusted advisor. Contribute to new business goals by developing new sales opportunities through a variety of different channels both internally and externally. Collaborate with colleagues throughout the Bank to solicit and develop new client relationships and cross sell opportunities among clients. Educate and conduct referral training sessions where necessary. Work with the marketing department and team members to prepare marketing presentation materials to perform business development activities. Drive business development through community exposure and professional networks. Trust & Account Administration As the primary account officer, responsible for maintaining client relationships, managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant to applicable laws, regulations, policies, procedures and in accordance with trust and account documents for designated accounts. Provide quality service and communicate with clients; schedule and attend client meetings. Resolve client issues promptly, incorporating appropriate council legal and /or accounting as necessary. Advise clients in fiduciary administration, financial, tax and estate planning. Review trust documents and provide a summary of trust powers and potential items of concern. Develop and maintain liaison with attorneys, accountants, and other professionals. Work with the team regarding calculation of distributions for trusts, IRAs, and not-for-profit clients. Process discretionary distribution requests for trust relationships and submit to discretionary subcommittee when applicable. Perform administrative account reviews for all designated accounts on an annual basis. Review client and Bank documentation for compliance, consistency and appropriate execution. Take corrective action and obtain additional documentation as necessary. Participate as an active member in the Trust Administrative Committee (TAC) and Trust Investment Committee (TIC). Maximize the use of the trust operations system; Serves as the expert regarding the system to the support staff. Special Projects Be part of a team to lead and participate in project initiatives within the Department. Review cost estimates and ensure adherence to timelines. Coordinate initiatives and work with outside personnel where necessary. Human Resources Team Development: motivate personnel and promote workplace enthusiasm; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB. Perform the following HR processes: performance/incentive/introductory period reviews, career development, training, disciplinary/corrective actions. Qualifications Education Required Bachelors or equivalent work experience or better. Experience Required 5-7 years: Trust Officer Experience 5-10 years: Financial Planning Experience Licenses & Certifications Required CFP Preferred CTFA Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c) We are an EOE. We value diversity.

  • Wealth Financial Planning

    4 days ago

    New Milford, United States Usb (Union Savings Bank) Full time

    Wealth Financial Planning & Trust Officer Locations Showing 1 locationNew Milford, CT 06776, USA Job DetailsDescriptionThe Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team...

  • Wealth Financial Planning

    4 weeks ago

    New Milford, United States Usb (Union Savings Bank) Full time

    Wealth Financial Planning & Trust Officer Locations Showing 1 locationNew Milford, CT 06776, USA Job DetailsDescriptionThe Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team...

  • Wealth Financial Planning

    4 weeks ago

    New Milford, United States Usb (Union Savings Bank) Full time

    Wealth Financial Planning & Trust Officer Locations Showing 1 location New Milford, CT 06776, USA Job Details Description The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of...

  • Wealth Financial Planning

    4 weeks ago

    New Milford, United States Usb (Union Savings Bank) Full time

    Wealth Financial Planning & Trust Officer Locations Showing 1 location New Milford, CT 06776, USA Job Details Description The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term...

  • Financial Planning Specialist

    4 days ago

    New York, United States Chemistry Wealth Management Full time

    Financial Planning SpecialistChemistry Wealth Management is a Registered Investment Advisory firm with Charles Schwab as the custodian. We focus on building long-term relationships with great people.The Financial Planning Specialist will join a team that is an integral part of our work for our clients. The specialist will offer highly detailed wealth...

  • Wealth Financial Planning

    4 weeks ago

    New Milford, CT, United States Usb (Union Savings Bank) Full time

    Wealth Financial Planning & Trust Officer The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which...

  • Wealth Financial Planning

    4 weeks ago

    New Milford, United States Union Savings Bank Full time

    The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term financial plans for clients; recommending financial products and services which support the requirements of the financial plan and...

  • Wealth Financial Planning

    4 weeks ago

    New Milford, CT, United States Usb (Union Savings Bank) Full time

    Wealth Financial Planning & Trust Officer Locations Showing 1 location New Milford, CT 06776, USA Job Details Description The Financial Planning & Trust Officer provides Wealth Management services to high net worth clients of the Bank in conjunction with the entire Wealth Management Team. The Officer is responsible for the development of long-term...

  • Chief Wealth Planning Officer

    1 month ago

    New London, United States Ledyard National Bank Full time

    Job DescriptionJob DescriptionSeeking a Chief Wealth Planning Officer to lead the Division’s Financial Advisors and Financial Consultants, and Client Administrator team. Focused on deepening client relationships, leveraging the Live Well Planning Roadmap. Partners with other Divisions of the bank to help clients with a comprehensive, One-Ledyard...

  • Wealth Management Associate

    4 days ago

    New York, United States Siebert Financial Full time

    Business Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various offices throughout the country. Embark on a thrilling career with Muriel Siebert &...

  • Wealth Management Associate

    4 days ago

    New York, United States Siebert Financial Full time

    Business Overview: Siebert Financial Corp. is a well-respected and established provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Siebert has been in business for over 55 years and maintains various offices throughout the country. Embark on a thrilling career with Muriel Siebert &...

  • Wealth Manager

    2 weeks ago

    New York, United States Longwave Financial, LLC Full time

    Longwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If...

  • Wealth Manager

    3 weeks ago

    New York, United States Longwave Financial, LLC Full time

    Longwave Financial, an independent advisory firm, is excited to hire an experienced wealth manager/client relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If...

  • Senior Product Manager

    1 month ago

    New York, United States Zoe Financial Full time

    Company Description Zoe Financial is a modern wealth platform that uses innovative technology and exceptional client service to help clients grow their wealth. Through a carefully curated ecosystem of financial advisors, Zoe helps consumers find, hire, and have their money professionally managed in minutes, not months. Zoe's core values involve putting the...

  • Manager, Financial Planning

    4 days ago

    New York, New York, United States Prudential Financial, Inc. Full time

    Job Classification:Finance & Accounting - Finance & AccountingAt Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutionsAre you a highly motivated,...

  • Senior Wealth Advisor

    5 days ago

    New York, United States Mitlin Financial, Inc® Full time

    Are you an Advisor seeing a place to strive?This role will allow you to provide exceptional service to the families you serve while also cultivating new relationships.WHO WE ARE:Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding JOY in...

  • Senior Wealth Advisor

    2 weeks ago

    New York, United States Larson Maddox Full time

    A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment management and financial planning needs. With a history of integrity and always putting the client first, this person will...

  • Wealth Consultant

    3 weeks ago

    New York, NY, United States First Citizens Bank Full time

    OverviewThe Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

  • Senior Wealth Advisor

    3 weeks ago

    New York, United States Larson Maddox Full time

    A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment management and financial planning needs. With a history of integrity and always putting the client first, this person will...

  • Director of Human Resources

    1 month ago

    New York, United States The Judson Group Full time

    Director of Human Resources – Wealth/Financial Services | West Palm Beach, Florida Reference Number: HRJ7351 Location: West Palm Beach, Florida or New York City, New York Judson Group has been retained by a growing wealth management organization to add a Director of Human Resources – Wealth/Financial Services to support the expansion of the organization....