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Wealth Strategies Advisor

Company: Disability Solutions
Location: Boston
Posted on: September 19, 2023

Job Description:

Job Description:Role OverviewA Strategist in Wealth Management Consulting (WMC) answers a client's estate and financial planning questions by performing a variety of analyses, creating specific recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client's goals. In addition, the Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with regional and market leadership to develop client-focused initiativeResponsibilities--- Oversees the planning engagement from start to finish--- Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients--- Delegates effectively to Associate Strategists and Analysts--- Gathers data, runs analyses and develops solutions based on analyses--- Creates final version of client letter--- Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication--- Proactively helps the Regional Presidents and Market Executives meet their goals--- Participates actively in developing new WMC capabilities, such as white papers and software tools--- Keeps current with major developments in estate and financial planning--- Mentors Associate Strategists and AnalystsRequired skills: - Gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.- Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling.- Advanced understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts.- Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).- Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.- Word, Excel and PowerPoint. - Various WMC stochastic models. WealthMaster.- Delegate effectively to Associate Strategists and Analysts. - Occasionally work on WMC-wide issues Qualifications: - Minimum eight years of planning-related work experience required- JD, CPA, CFA or CFP required- MST, MBA (or progress thereto) a plusShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Boston , Wealth Strategies Advisor, Other , Boston, Massachusetts

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