Private Wealth Strategist - Private Wealth Management
Private Wealth Strategist - Private Wealth Management
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$ 200000 - 250000
1 Vacancy
Job Description
We are looking for a highly qualified candidate for a Private Wealth Strategist position within our PrivateWealthManagementgroupwhoisaself-starterwithstrongpresentationorganizationaland analytical Private Wealth Strategist will support advisory teams located in New York Chicago Miami and Los Angeles andnationwide alongside aNew York based team of planning professionals on all Financial & Estate planning functions.
JobDescription
ThePrivateWealthStrategistdutiesinclude:
- Provide cash flow analysis income tax planning asset protection charitable planning and estateandwealthtransferstrategieswith a focus on pre-liquidity event planning for business owners and corporate executives going through an exit or sale. Knowledge and proficiency in QSBS tax planning and tax treatment analysis ofexecutivecompensation plans including monetization strategies for stock option and restricted stock holdings and planning for non-U.S. citizens.
- Developconsultonandimplementtaxestateandfinancialplansfor firm colleagues financial advisors financialadvisorsandinternal partnersandassistwithoverallclient discovery process toassessclientsgoalsobjectivesandcurrentsituation to determine the most appropriate planning solutions.
- Attendmeetings in person or virtuallywith FAsinternalpartnersandmanagementto deepen existing client relationships and support new business efforts in relevant markets.
- Focuson interactingwithfinancialadvisorsand investmentbankingcolleaguesontheir business owner corporate executive and corporate executive clients.
- Work with internal and external partners to promote estate tax and financial planning capabilitiesofthePrivateWealthManagementgrouptobuildawarenessandexpandbusiness footprint.
- RepresentJefferiesWealthManagementatindustry-wideeventswriteandpublishsubject and solution-specificWealthPlanningwhitepapersandpresent onestatetaxandfinancialplanning topics at both internal and external meetings or conferences to advisors clients or centers-of- influence.
- Partner with Head of Planning to trainandeducatefinancial advisorsonwealthplanningstrategiesand solutions.
Experience/Skills
- 10yearscomprehensiveplanningexperienceworkingwithU/HNWclients and families.
- Experiencewithandprior focuson planning for business owners andsenior management level corporateexecutives
- JDor CPA;LLM designation preferred
- Professionalnetwork e.g. law firm accounting firm trust companyandlocalmarket knowledge
- Life Insurance Licensed(orcommitmenttogetwithin6months)
- Abilitytotravelupto30% ofthetime
- Familiarity with financial planning tools such as eMoney MoneyGuidePro etc.
- Proficiencywithcommon/coreMSapplicationssuchasExcelandPowerPointtoconduct analysis and build client-ready deliverables for presentation
Primary Location Full Time Salary Range of $200000 - $250000.
Employment Type
Full-Time
