Job Description Summary
Plan, implement, and monitor the lifecycle of assets. Ensure that assets are properly acquired, maintained, utilized, and disposed of. Analyze the performance, risks, and costs of the assets, and recommend improvements or replacements when needed.
Job Description
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
This role 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.
Education
Bachelor’s: Finance, Juris Doctor (JD): Business Administration, Master's: Accounting
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)
Travel
Workstyle
Remote
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
