SouthfieldRecruiter Since 2001
the smart solution for Southfield jobs

Senior Wealth Planner

Location: Southfield
Posted on: September 10, 2020

Job Description:

GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each clientÆs facts and circumstances.








ESSENTIAL DUTIES & RESPONSIBILITIES:




* Client Experience:




o Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each clientÆs facts and circumstances.




o Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement).




o Reviews all client deliverables for which planner is the lead.




* Plays a major role in the sales process in acquiring significant relationships:




o Identifies issues and planning opportunities for review and discussion with the client and the clientÆs advisors.




o Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.




* Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions.




* Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base.




* Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews.




* Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities.




* Assists with development and presentation of training programs:




o Must be able to converse with clients, their advisors, and RMs convincingly.




* Other:




o Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes.




o Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors.




o Participates actively in community affairs and professional associations.




o Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.




o Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.




o Participates in the ongoing development of the wealth planning process.








SUPERVISORY RESPONSIBILITIES: Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments.

Keywords: , Southfield , Senior Wealth Planner, PR / Public Relations , Southfield, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


CSR / Teller - Troy Bishop BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Troy
Posted on: 09/10/2020

CSR / Teller - West Lansing BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Lansing
Posted on: 09/10/2020

Retail Personal Banker I - One Seagate
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Toledo
Posted on: 09/10/2020


Lead CSR / Teller - Beecher & Ballenger BC - FT
Description: font face Arial br p font face Arial Lead Customer Service Representative ndash Bank Customer Service Rep /font /p br p font face Arial Job Description br / br If you are a dynamic (more...)
Company:
Location: Flint
Posted on: 09/10/2020

Mortgage Loan Originator-Ann Arbor
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Ann Arbor
Posted on: 09/10/2020

Financial Center Manager II - Battle Creek Capital
Description: font face Arial GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than 30 million in core deposits and generating more than 700,000 (more...)
Company:
Location: Battle Creek
Posted on: 09/10/2020

Mortgage Processor I
Description: Performs a wide range of administrative duties related to the processing of simple conventional residential mortgage loans from point
Company:
Location: Southfield
Posted on: 09/10/2020

Business Banking Relationship Manager II
Description: font face Arial GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross sales of at least 2MM and generally less than (more...)
Company:
Location: Southfield
Posted on: 09/10/2020

Wealth Management Advisor
Description: div style MARGIN: 0in 0in 0pt GENERAL FUNCTION /div br div style MARGIN: 0in 0in 0pt Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging (more...)
Company:
Location: Toledo
Posted on: 09/10/2020

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Ann Arbor
Posted on: 09/10/2020

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Southfield RSS job feeds