Executive Director, Advanced Planner (Wealth Strategist)

What you'll do

• Provide comprehensive and customized wealth planning advice to clients across the entire wealth spectrum.
• Translate complex tax, trust, and estate laws into simple, non-technical information for clients and advisors.
• Serve as a technical resource for field leadership on sophisticated strategies like concentrated position management and pre-liquidity planning.
• Develop and present educational content regarding various wealth management topics to internal teams and partners.
• Partner with field leadership to integrate estate and tax planning concepts into goals-based advice.
• Promote the firm's expertise to outside centers of influence, specifically accountants and attorneys.
• Identify business opportunities for advisors by analyzing client needs across investment, banking, and lending platforms.
• Proactively propose planning ideas and industry trends during team discussions to be shared with the field.

What we're looking for

• A 4-year college degree and either a J.D., LLM, or CPA is required.
• Candidates must have practice as a trusts & estates lawyer or CPA.
• Must possess deep knowledge of tax laws and trust & estate planning to communicate complex concepts simply.
• Strong written and oral communication skills are required for one-on-one and group presentations.
• Ability to coach colleagues, Financial Advisors, and clients through strong partnership skills is required.
• Familiarity with financial planning, investments, corporate executive issues, and concentrated stock management (preferred).
• Knowledge of securities-based compensation, pre-liquidity planning, and concentrated position management (preferred).
• Series 7 & 66 licenses are preferred (may be fulfilled within 6 months of hire) and strong Microsoft Office skills are preferred.