Wealth Strategist (Financial Planner)

OverviewWEALTH STRATEGIST CNRWHAT IS THE OPPORTUNITY?This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning.ResponsibilitiesWork with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client/'s current situation, identify future life-changing events, understand client/'s family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and objectives to provide solutions to meet their needs.Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.Submit for peer review all client-facing custom designed output.Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE).Peer review client-facing custom designed output from other Sr. Wealth Strategist.Participate in routine third-party audits of all material subject to peer review.Partner with Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.Keep abreast of legislative and tax changes.Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the Strategy team.Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.Cultivate and maintain relationships with COI/'s directly and in partnership with colleagues.Participate in client and community events.Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients.Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR/'s clients, prospects, and COIs.QualificationsRequired QualificationsBachelor/'s DegreeMinimum 8 years of financial planning or related experienceMinimum 8 years of experience within Banking, Brokerage, or Insurance cultureCFP - Certified Financial Planner credential or the ability to obtain within 24 months of employmentCEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employmentAdditional QualificationsAdvanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpfulAbility to travel up to 20%Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trustsDemonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the likeDemonstrable proficiency in SalesforceStay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand mannerDemonstrable expertise in Team-Based (multidisciplinary) wealth planningDemonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.Presentation skillsOutstanding written and verbal communication skillsOutstanding Word, Excel, and PowerPoint creation abilitiesWhat/'s in it for you?Compensation: Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.Benefits and PerksComprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagementIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. An employer who violates this law shall be subject to criminal penalties and civil CLUSION AND EQUAL OPPORTUNITY EMPLOYMENT: City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. #J-18808-Ljbffr

Created: 2025-09-17