Job Description
Job Description: Role OverviewA Strategist in Wealth Management Consulting (WMC) answers a client's estate and financial planning questions by performing a variety of analyses, creating specific recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client's goals. In addition, the Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with regional and market leadership to develop client-focused initiativeResponsibilitiesOversees the planning engagement from start to finishDevelops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clientsDelegates effectively to Associate Strategists and AnalystsGathers data, runs analyses and develops solutions based on analyses
Responsibilities + Skills
Education
Gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling.Advanced understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts.
Experience
Qualifications:Minimum eight years of planning-related work experience requiredJD, CPA, CFA or CFP required
