Advanced Wealth Planning Strategist

Profile

Advanced Wealth Planning Strategist
Responsibilities: Work with advisors to grow existing clients’ share of wallet and win a greater percentage of high net worth prospects through high-level sophisticated planning concepts. Present and illustrate specific advanced wealth planning concepts such as, GRAT, GRIT, GRUT, CRUT, CRAT, Flip-CRUT, NICRUT, NIMCRUT, CLAT, T-CLAT, Zeroed-Out CLAT, ILIT, DAPT, IDGT, IDBT, DAF, PFF, etc. 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 to meet 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 include but are not limited to 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 gold 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. Responsible for meeting 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 group, 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.

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