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Wealth Strategist
2 months ago
Corient Private Wealth LLC is seeking a highly skilled and experienced Wealth Strategist to join our team. As a key member of our wealth planning service, you will work closely with high-net-worth individuals, families, and high achievers to develop and implement customized financial plans that meet their unique needs and goals.
Key Responsibilities- Wealth Planning Process: Own and drive the wealth planning process, designing, analyzing, and presenting customized plans tailored to each client's circumstances.
- Issue Identification and Planning Opportunities: Identify issues and value-added planning opportunities for review and discussion with clients and their advisors, focusing on areas such as financial independence, estate and wealth transfer planning, tax planning, insurance sufficiency, and executive compensation.
- Plan Delivery and Client Service: Deliver plans to clients in a clear and understandable manner, including meeting preparation, financial plan construction, presentation of the plan to the client, and ongoing client service.
- Subject Matter Expertise: Stay current on planning issues, communicate updates to the team, and contribute content to the Firm's website and social media channels.
- New Business Development: Participate in the development of new clients through individual and group efforts.
- Client Relationship Growth: Seek opportunities to grow existing client relationships through increased wallet share and create referral opportunities from existing clients.
- Advisor Coaching and Mentoring: Coach and counsel advisors on financial planning strategies and lead, mentor, and coach less experienced wealth planners.
- Strategic Direction: Contribute to the Firm's strategic direction of its wealth planning service offering.
- 7+ years of experience in the legal, tax, or wealth management industry.
- Bachelor's Degree and Certified Financial Planner (CFP), CPA, or JD designation required.
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint).
- Proficiency with financial planning, estate summary, and tax projection software; MoneyGuidePro, eMoney, and Holistiplan Tax Software expertise is a plus.
- Advanced knowledge of personal tax issues and estate planning.
- Professional, personable, tactful, efficient, and self-motivated.
- Strong interpersonal skills and sense of teamwork valued.
- Experience presenting to clients in a competent, confident, persuasive, and empathetic manner.
- Strong organizational skills, multitasking, accuracy, service-mindedness, and meticulous adherence to details required.
- Entrepreneurial-minded approach to business.
- Strong written and verbal communications skills.
