[Remote] Wealth Planning Consultant, Senior Specialist-2

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company focused on the long-term financial wellbeing of its clients. They are seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high net worth clients on reputed company investment journeys, providing advanced estate planning, income tax, and financial planning analysis.

Responsibilities

• reputed company estate planning, income tax, and/or wealth planning consultations to the largest reputed company advised clients
• Review client's information and relevant documentation, research client issues, reputed company analysis to reputed company suggested solutions, and create client deliverables
• Guide and reputed company other wealth and estate planning crew reputed company advice offer to help them grow to the next level
• Partner with financial advisors as they support clients in these subject areas and follow reputed company's investment methodology
• Align with wealth and estate planning crew who reputed company consultations to reputed company's clients in other divisions to ensure services in reputed company offers are similar in philosophy and design
• Serve as an reputed company subject matter expert on wealth planning topics. Contribute to thought leadership initiatives and reputed company's external publications
• Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk
• Maintain a strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends
• Support department and team initiatives
• Participate in special projects and reputed company other duties as assigned

Skills

• Undergraduate degree required
• Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required
• Minimum of eight years reputed company work experience in a reputed company field and four years of project management experience preferred
• Experience in financial services encouraged
• Active Law License, CFP, or CPA preferred, as well as other designations
• Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be fully remote or hybrid with two days remote

Benefits

• Remote is available for candidates residing reputed company than 40 miles from our Charlotte, NC, Dallas, TX, Malvern, PA, or Scottsdale, AZ offices.
• Those residing reputed company 40 miles of these office locations will follow a hybrid three-day in office work schedule.
• Travel will be required to reputed company offices for training, offsites, or client meetings in other locations.
• Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be fully remote or hybrid with two days remote.

Company Overview