Senior Wealth Strategist

Essential Functions  

• Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives  
• Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics.   
• Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients  
• Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamic and other risks  
• Quickly identify, pursue, and present solutions aligned with the best interests of the client  
•  Participate in client meetings and work within a team environment to deliver integrated planning services  
• Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables  
• Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors  
• Keep abreast of legislative and tax changes  
•  Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors  
• Cultivate and maintain relationships with Advisors directly and in partnership with colleagues  
•  Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues  
• Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients  
• Coach and mentor colleagues on different wealth planning topics  

Qualifications  

• Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding 
• Current on innovative wealth planning solutions, including the use of different advanced planning techniques  
• Outstanding presentation skills, written and verbal communication skills  
• Outstanding Word, Excel, and PowerPoint creation abilities  
• Minimum 10 years of experience within a banking, RIA or wire-house culture  
• Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning   
• CFP, CPA or JD required  
•  Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred  

Travel Requirements  

The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month. 

 Location  

Remote within the U.S.  

Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected.