Job Description
Wealth Planner, Global Access Desk
United States - Florida, United States - New York
Client advisory / Relationship management
Global Wealth Management
Your role
Are you an experienced estate planning professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you?
We’re looking for someone like that who can:
• enhance the client acquisition, advisement and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning • educate financial advisors in the areas of wealth planning, estate and financial planning • articulate a concise message to both the client and **MEMBERS ONLY**SIGN UP NOW*** financial advisor, as an advice provider in a comprehensive wealth planning context
Detailed salary information: • New York: the salary range for this role is $135000 to $175000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit **MEMBERS ONLY**SIGN UP NOW***.com/usbenefits.
Job Reference #
306207BR
City
Coral Gables, New York
Job Type
Full Time
Your Career Comeback
We are open to applications from career returners. Find out more about our program on **MEMBERS ONLY**SIGN UP NOW***.com/careercomeback.
Your team
The Global Access Initiative will have h**MEMBERS ONLY**SIGN UP NOW*** in New York, Miami, and California (exact location under development). It will be a market within the **MEMBERS ONLY**SIGN UP NOW*** International Financial Services Division. The WM APAC Team will be based in Miami. This team will report locally to the Head of the Global Access Initiative. As Wealth Planner, you will partner with advisors of the Global Access Desk to proactively engage with UHNW clients in dialogue surrounding advanced wealth transfer and philanthropic strategies, and the integration of those strategies with their investment portfolios. You will prepare comprehensive analysis and review of a client's estate and wealth transfer planning, educating clients on opportunities for additional planning, and including a review of estate documents and structures.
Your expertise
• experience in Wealth planning for International Clients booking in the US • language Skills: Fluency in English a must • additional languages: Mandarin/Cantonese strongly preferred • additional languages: Spanish/Portuguese a plus • a JD or CPA • 8-10 years minimum experience at a law firm in private practice or in an accounting firm; or 5-8 years' experience at a law firm or accounting firm plus 2-5 years industry experience • active Series 7 and 66 (or are required to obtain them within 90 days of hire) • expertise, skills and experience with the following areas, techniques and strategies: personal income, estate, gift, trust, and partnership tax disciplines, advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation Skipping Transfer Tax, philanthropic planning, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock significant experience working with ultra-high net worth clients • strong collaboration skills working with other business groups within **MEMBERS ONLY**SIGN UP NOW*** Wealth Management to provide a comprehensive and consistent internal client experience • a network to participate in external activities that raise the profile of **MEMBERS ONLY**SIGN UP NOW*** Wealth Management in the ultra-high net worth market, particularly among attorneys and accountants as centers of influence
About us
**MEMBERS ONLY**SIGN UP NOW*** is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Salary information
US Only: The expected salary range for this role is $135000 to $175000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Join us
At **MEMBERS ONLY**SIGN UP NOW***, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #team**MEMBERS ONLY**SIGN UP NOW*** and make an impact?
Disclaimer / Policy statements
**MEMBERS ONLY**SIGN UP NOW*** is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
