Description
Supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis,
and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management.
Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the
coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients.
Executes and delivers on special projects as needed. Assists with marketing efforts through preparation of
presentations to facilitate securing current and future business and to build credibility in the local market place.
Reviews communication materials for updates on product and service offerings, policy and procedure changes, as
well as personnel and risk management updates.
Required:
2+ years of training and/or experience doing individual tax returns (1099, 1040, S Corp, etc.) and/or strong
knowledge of individual tax law
2+ years of training and/or experience with trust and estate planning
Strong knowledge of financial markets
Highly organized with a strong attention to detail
Strong analytical skills
Extremely strong MS Excel (Graphs, Charts, Pivots, etc.) and PowerPoint experience
Strong written and verbal communication skills and experience dealing with high net worth clients
BA/BS in Finance, Accounting or other business related major
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