Senior Wealth Planning Strategist
As a Senior Wealth Planning Strategist, you will:
o Conduct research and develop financial and estate analyses and planso Review documents, analyze client situations, and identify actionable insightso Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.o Execute, maintain, and update client models, programs, and plansMajor Duties/Essential Functionso Develops, consults on, and implements tax, estate and business plans for clients, including those of the greatest complexityo Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses, and plansProvide recommendations to team and may participate in recommendation presentation to clients and clients' advisorsAnalyze financial, legal, tax, accounting, and other related information to develop personal and business planso 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.o Construct and analyze cash flow analyseso Communicate potential impact to various plans--i.e., wealth, estate, trust, financial, insurance, etc.--based on client decisions, business assumptions, market environment, and policy changeso Create estate plan diagramso Identify tax planning opportunities, including charitable donationso Update client wealth and estate plans with updates from source datao Monitor changes in tax laws and developments in financial strategies, particularly with respect to financial plans, trusts, and estate planso Engage with the trusts, estates, and tax community to keep knowledge base up to date and foster valuable connectionso Familiar with sophisticated estate planning strategies and understanding of how to develop and implement varying techniqueso Collaborates in the acquisition of new clients and retains, expands and deepens existing relationships. Recommended Skills Business Planning Finance Financial Analysis Knowledge Base Market Environment Accounting Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
o Conduct research and develop financial and estate analyses and planso Review documents, analyze client situations, and identify actionable insightso Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.o Execute, maintain, and update client models, programs, and plansMajor Duties/Essential Functionso Develops, consults on, and implements tax, estate and business plans for clients, including those of the greatest complexityo Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses, and plansProvide recommendations to team and may participate in recommendation presentation to clients and clients' advisorsAnalyze financial, legal, tax, accounting, and other related information to develop personal and business planso 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.o Construct and analyze cash flow analyseso Communicate potential impact to various plans--i.e., wealth, estate, trust, financial, insurance, etc.--based on client decisions, business assumptions, market environment, and policy changeso Create estate plan diagramso Identify tax planning opportunities, including charitable donationso Update client wealth and estate plans with updates from source datao Monitor changes in tax laws and developments in financial strategies, particularly with respect to financial plans, trusts, and estate planso Engage with the trusts, estates, and tax community to keep knowledge base up to date and foster valuable connectionso Familiar with sophisticated estate planning strategies and understanding of how to develop and implement varying techniqueso Collaborates in the acquisition of new clients and retains, expands and deepens existing relationships. Recommended Skills Business Planning Finance Financial Analysis Knowledge Base Market Environment Accounting Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
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