Wealth Strategies Advisor

Everest Recruiting

A Strategist in Wealth Management 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.

Responsibilities of Wealth Strategies Advisor:

  • Oversees the planning engagement from start to finish
  • Develops holistic, integrated planning strategies, with a focus on how to implement those strategies for our clients
  • Gathers data, runs analyses and develops solutions based on analyses
  • Develop positive relationships with clients by handling administrative requests directly, handle client matters in a timely and efficient manner
  • Actively service client accounts by processing necessary paperwork for accounts, track and monitor account/asset transfers, process transaction requests as directed
  • 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
  • Assist with the development of client financial plans through utilization of financial planning software
  • Monitor client investments and review performance, suggest changes to client portfolio as deemed appropriate
  • Keeps current with major developments in estate and financial planning

Qualifications of Wealth Strategies Advisor:

  • Four Year Degree in accounting/finance
  • JD, CPA, CFA or CFP required
  • Minimum eight years of planning-related work experience required
  • 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
  • Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace
Maximum file size: 40 MB.

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