Senior Wealth Planning Strategist

About the position

This position leads wealth planning and support for high net worth clients, focusing on designing and presenting tailored recommendations based on financial analysis and wealth planning expertise. The role aims to foster a client-centered, advice-based culture within the department, facilitating education on wealth planning topics and identifying revenue-generating opportunities. The individual serves as the primary expert on complex issues and strategies, providing leadership and coaching to less experienced associates.

Responsibilities

• Leads the design and presentation of wealth planning recommendations to clients and prospects.
• Discovers potential revenue-generating opportunities related to the client's planning process.
• Manages wealth planning workflow process.
• Monitors and disseminates best practices for wealth planning associates.
• Participates in department or Bank client events to build relationships and identify opportunities.
• Creates and drives a client-centered, advice-based planning culture.
• Assists with the implementation of Wealth Management planning strategy both within the department and Bank-wide.
• Analyzes the financial situation of high net worth clients and prospects.
• Identifies potential gaps and risks in current wealth management strategies, considering legal, tax, and investment goals or limitations.
• Initiates and leads education and development events for internal partners.
• Provides guidance or coaching on wealth planning topics and tools for less experienced associates.
• Partners with and mentors less experienced associates in creating a client's wealth plan.
• Assists management with special projects.
• Develops relationships with centers of influence in the bank community.
• Develops superuser expertise and knowledge of software utilized to develop client plans, including MoneyGuidePro and eMoney.
• Serves as an expert resource to coach and train on program usage, illustrate capabilities live to clients, answer questions, troubleshoot issues, and create custom plans.
• Maintains and grows knowledge base through continuing education and acquisition of related designations.

Requirements

• Bachelor's Degree and 8 years of experience in Wealth Management including financial planning OR High School Diploma or GED and 12 years of experience in Wealth Management including financial planning.
• Ability to navigate financial planning software.
• Ability to develop rapport and trusted relationships with clients.
• Ability to educate and persuade clients to take planning action.

Nice-to-haves

• Bachelor's Degree and Graduate/Professional Degree.
• Preferred Area of Study: Financial Planning or Trust Management.
• Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning.
• Master of Laws (LLM or LLB) designation Preferred.
• Certified Exit Planning Advisor (CEPA or CExP) designation Preferred.

Benefits

• Comprehensive benefits program for full-time associates (20+ hours) with customized offerings designed to support families.