Wealth Strategies Advisor - Dallas, TX

Job Description:Role OverviewA Strategist in Wealth Strategy answers client''s estate and financial planning questions by performing a variety of analyses, creating 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 divisional and market leadership to develop client-focused initiatives.ResponsibilitiesOversees the planning engagement from start to finishDevelops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clientsDelegates effectively to Associate Strategists and AnalystsGathers data, runs analyses and develops solutions based on analysesCreates final version of client planAssists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publicationProactively helps the Division Executives and Market Executives meet their goalsParticipates actively in developing new Wealth Strategy capabilities, such as white papers and software toolsKeeps current with major developments in tax and estate and financial planningMentors Associate Strategists and AnalystsOccasionally work on Wealth Strategy-wide issues Required 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, business entities and business transitions.Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, 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 Wealth Strategy stochastic models and planning software such as WealthMaster.Desired Qualifications: Minimum eight years of planning-related work experience requiredJD, CPA, CFA or CFP requiredMST, MBA (or in progress) a plusJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Role OverviewA Strategist in Wealth Strategy answers client''s estate and financial planning questions by performing a variety of analyses, creating 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 divisional and market leadership to develop client-focused initiatives.ResponsibilitiesOversees the planning engagement from start to finishDevelops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clientsDelegates effectively to Associate Strategists and AnalystsGathers data, runs analyses and develops solutions based on analysesCreates final version of client planAssists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publicationProactively helps the Division Executives and Market Executives meet their goalsParticipates actively in developing new Wealth Strategy capabilities, such as white papers and software toolsKeeps current with major developments in tax and estate and financial planningMentors Associate Strategists and AnalystsOccasionally work on Wealth Strategy-wide issues Required 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, business entities and business transitions.Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, 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 Wealth Strategy stochastic models and planning software such as WealthMaster.Desired Qualifications: Minimum eight years of planning-related work experience requiredJD, CPA, CFA or CFP requiredMST, MBA (or in progress) a plusJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Role OverviewA Strategist in Wealth Strategy answers client''s estate and financial planning questions by performing a variety of analyses, creating 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 divisional and market leadership to develop client-focused initiatives.ResponsibilitiesOversees the planning engagement from start to finishDevelops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clientsDelegates effectively to Associate Strategists and AnalystsGathers data, runs analyses and develops solutions based on analysesCreates final version of client planAssists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publicationProactively helps the Division Executives and Market Executives meet their goalsParticipates actively in developing new Wealth Strategy capabilities, such as white papers and software toolsKeeps current with major developments in tax and estate and financial planningMentors Associate Strategists and AnalystsOccasionally work on Wealth Strategy-wide issues Required 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, business entities and business transitions.Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, 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 Wealth Strategy stochastic models and planning software such as WealthMaster.Desired Qualifications: Minimum eight years of planning-related work experience requiredJD, CPA, CFA or CFP requiredMST, MBA (or in progress) a plusShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29