Senior Wealth Planner
Location: Southfield
Posted on: February 25, 2021
|
|
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!
Other PR / Public Relations JobsRetail Licensed PB (i) Cross-Sell Description: font face Arial GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention (more...) Company: Location: Waterville Posted on: 02/25/2021 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: 02/25/2021 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: 02/25/2021 Retail Personal Banker I - Findlay Downtown 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: Findlay Posted on: 02/25/2021 Retail Personal Banker - Cross-Sell Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...) Company: Location: Perrysburg Posted on: 02/25/2021 Mortgage Loan Originator 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: Jackson Posted on: 02/25/2021 Retail Personal Banker - Cross-Sell Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...) Company: Location: Swanton Posted on: 02/25/2021 Financial Center Manager Associate Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br br / br program that includes rotations in Operations, Sales amp Service, Small (more...) Company: Location: Bowling Green Posted on: 02/25/2021 CSR / Teller - Tiffin Ave Findlay BM - 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: Findlay Posted on: 02/25/2021 Retail Personal Banker - Cross-Sell Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...) Company: Location: Tiffin Posted on: 02/25/2021 |