Advanced Wealth Planning Strategist Svp

Profile

Advanced Wealth Planning Strategist, SVP
The candidate will report to the SVP, Wealth Planning Manager and will work under the Field Sales Group organization. Work closely with the Wealth Group Executives (Sales Managers) in the territory and support the branch-based advisors and relationship managers in the region. Work with advisors to grow their existing clients’ share of wallet and win a greater percentage of their high net worth prospects through high-level sophisticated planning concepts. Present and illustrate specific advanced wealth planning concepts such as, but not limited to, GRAT, GRIT, GRUT, CRUT, CRAT, Flip-CRUT, NICRUT, NIMCRUT, CLAT, T-CLAT, Zeroed-Out CLAT, ILIT, DAPT, IDGT, IDBT, DAF, PFF, etc.(Detailed knowledge of these not required for traditional financial planning positions). Focus will be on meeting individual family and client wealth planning needs by delivering advanced planning concepts and solutions, in addition to the traditional financial, retirement and insurance planning solutions. Provide education for advisors and relationship managers on advanced planning concepts with the purpose of uncovering net new assets and helping to position appropriate products and services meeting clients' needs. Provide timely updates to advisors and relationship managers on regional and national tax law changes and other proposals influencing clients in their financial, estate, charitable, insurance and wealth transfer planning. Prepare customized planning solutions for high net worth clients and be available to accompany advisors in delivering these co solutions in client meetings. Act as a subject matter expert regarding advanced planning strategies as well as traditional financial planning topics. These advanced topics Asset Protection, Risk Management, Estate Tax Planning, Wealth Transference, Business Succession and Legacy Planning. Work with CPWM’s market segments/marketing group as subject matter expert to develop and review client approved materials, whitepapers, client seminars, etc.. Travel to branches as required. Travel is typically limited to regional day trips, occasional overnight. Work closely with the Wealth Planning Analysts (para-planners) utilizing NaviPlan, Money Guide Pro, and NumberCruncher financial planning software to provide clients with integrated planning solutions for implementation. Collaborate with CPWM Regional Insurance Specialists to offer holistic and comprehensive advice and advanced wealth planning solutions to the Citigold and HNW clients. Balance requests from multiple advisors across the respective Regions and actively monitor the queue of outstanding wealth plans and planning meetings. Guest speaker/presenter at client events hosted by the advisors, relationship manager and the Region(s) on topics of client interest such as estate tax planning, wealth transference, charitable giving, multigenerational planning and tax-wise investing. Meet advanced wealth planning metrics and goals in the region(s), assisting in gathering assets and driving revenue through products and services at CPWM. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the firm, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Bachelor's/University degree, CFP, Master's degree or J.D./LL.M., degree is preferred. Should have 10+ years of experience. Trust and Estate Planning Experience is required. FINRA Series 7, 63, 65/66 is required. Familiarity with NaviPlan, MoneyGuide Pro and NumberCruncher planning software is preferred.

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