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