Senior Wealth Planner

Profile

Senior Wealth Planner

DUTIES: Determines the client’s goals through the initiation of unique Priorities conversations with top-tier clients. Determines their financial status by gathering, analyzing and evaluating client data. Focuses on current and future cash flow needs, investment planning, insurance analysis, income tax planning, education planning, charitable planning, business succession planning, stock option planning, asset protection, and estate and wealth transfer planning. Works more independently with less complex cases, and works with Senior Planner on advanced and complicated cases. Uses planning software and other resources to develop client-specific analysis tailored with advice and solutions designed to meet the clients’ needs and goals. Presents and reviews the plan with clients or assists others in executing. Ensures plan is accurate before submission for the Senior Planner’s review prior to client presentation. Accurately maintains client documents, working papers and financial plans, and manages the engagement management and delivery process. Partners directly with the Wealth Advisors on financial planning strategies as part of the Cycle of Excellence. Facilitates and participates with the clients’ service team (Wealth Advisor, Portfolio Manager and Relationship Manager) and other professional advisors in developing and implementing accurate and timely solutions to the client’s planning needs. Responsible for revenue and retention of current clients as well as responsible for developing new business and achieving business goals by multiple means, including maintaining and establishing contacts with clients, professional organizations, community organizations and centers of influence. Interacts with service teams, clients and other professionals to promote the organization's wealth planning expertise by educating service teams and other Wealth Management employees, clients and professionals on planning techniques and solutions. Assists with the development and presentation of training programs as needed. Continually participates in developing new ideas and tools that enhance and expand the services offered by the Private Client Group. May serve as a Subject Matter Expert (SME) in a particular area of planning. Identifies new clients and referral sources for whom services can be provided. Maintains open communication and acts as a liaison with other experts and client service teams to coordinate the delivery of all products and services, and resolves client-planning needs. Actively participates in any required corporate and business-line training. Performs other duties as assigned by management.

Additional Information

Job ID: 2021-15122

Company info

Western & Southern Financial Group
400 Broadway Mail Station 90
Cincinnati
Ohio
United States 45202
Website : http://www.westernsouthern.com