Executive Director, Advanced Planner (Wealth Strategist)

What you'll do

• Provide comprehensive wealth planning advice to clients regarding tax, trust, and estate strategies.
• Translate complex tax and legal concepts into simple, non-technical language for clients and advisors.
• Serve as a technical resource for the field on concentrated position management and pre-liquidity planning.
• Develop and present educational content on various wealth management topics for internal leadership.
• Partner with field leadership to integrate estate and tax planning into goals-based advice.
• Promote firm expertise to outside centers of influence, specifically accountants and attorneys.
• Identify business opportunities by collaborating with advisors to serve new and existing clients.
• Coach colleagues and financial advisors on complex wealth transfer strategies and industry trends.

What we're looking for

• A 4-year college degree and either a J.D., LLM, or CPA is required.
• Must have at least 7 years of practice as a trusts & estates lawyer or CPA.
• Must possess deep knowledge of tax laws and trust & estate planning to communicate in non-technical terms.
• Must have excellent written and oral communication skills with strong attention to detail.
• Must demonstrate high ethical standards and the ability to coach colleagues, advisors, and clients.
• Ability to work independently as a self-motivated individual without daily manager contact.
• Familiarity with financial planning, investments, corporate executive issues, and concentrated stock management (preferred).
• Series 7 & 66 licenses and strong knowledge of Microsoft Office suite (preferred).