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Wealth Strategist
2 weeks ago
WHAT IS THE OPPORTUNITY?
This position is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced planning areas such as Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, with an emphasis on business owner wealth and succession planning.
WHAT WILL YOU DO?
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Work in tandem with Senior Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and educate clients with advanced modeling through the Comprehensive Wealth Assessment.
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Support the Wealth Strategy team by participating in external meetings, taking notes, and developing sophisticated, custom planning models using eMoney, Excel, Powerpoint, and Word programs.
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Work directly with independent financial advisors and clients to understand their specific goals and objectives to provide solutions to meet their needs.
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Participate in and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.
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Partner with the Wealth Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.
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Assist Wealth Analyst with preparation of reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Salesforce COE).
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Partner with the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.
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Assist in preparation of written and oral presentations to support educational programs for colleagues, clients and prospective clients.
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Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs.
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Keep abreast of legislative and tax changes.
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Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.
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Participate in routine third-party audits of all material subject to peer review.
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Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.
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Cultivate and maintain relationships with COI's directly and in partnership with colleagues.
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Participate in client and community events.
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Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
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Bachelor's Degree
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Minimum 5 years of financial planning or related experience
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Minimum 5 years of experience within Banking, Brokerage, or Insurance culture
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Demonstrable expertise in the use of financial modeling systems such as eMoney
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CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment
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CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment
Additional Qualifications
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Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful
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Ability to travel up to 20%
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Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner
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Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning
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Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)
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Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
Presentation skills
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Outstanding written and verbal communication skills
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Outstanding Microsoft Excel, PowerPoint, and Word creation abilities
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Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts
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Demonstrable proficiency in Salesforce
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
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Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
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Generous 401(k) company matching contribution
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Career Development through Tuition Reimbursement and other internal upskilling and training resources
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Valued Time Away benefits including vacation, sick and volunteer time
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Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
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Career Mobility support from a dedicated recruitment team
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Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our https://careers.cnb.com/benefits.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at https://www.cnb.com/about-us.html.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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