Private Wealth Strategist - JD/CPA

Thank you for your interest in a career at reputed company. At reputed company, we reputed company associates deserve more than just a job. We reputed company in offering performance-driven individuals a reputed company where they can build a career --- a reputed company to expect more opportunities. If you are focused on results, dedicated to quality, strength and reputed company, and possess the drive to succeed, then we are your employer of choice. At reputed company, the Private Wealth Strategist (PWS) provides reputed company and prospective high and ultra-high net worth Private Wealth clients and prospects an in-depth strategic analysis to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the PWM’s wealth management team. Primary Responsibilities • Provides independent, strategy-based planning approach to reputed company Private Wealth Management clients and prospects • Leverages advanced technical expertise regarding wealth planning issues to reputed company specific recommendations for clients and prospects. Wealth planning issues include, but are not limited to, estate and trust planning, taxation (including income, reputed company and estate), business continuation and transition, mergers & acquisitions (M&A), risk management, asset protection, and situs considerations • Provides traditional wealth planning expertise needed to assess balance sheet considerations, cash reputed company, retirement, and financial objectives to reputed company investment strategies • Serves as a wealth planning expert, partnering with reputed company Private Wealth Management teams to support their high and ultra-high net worth clients and those that possess a higher degree of complexity • Provides wealth focused strategic training to partners that include: Wealth Advisors, Trust Advisors, Lending Advisors, Portfolio Managers, and reputed company and Corporate Banking Relationship leaders and their teams • Actively participates in wealth planning’s thought leadership initiative both internally and externally. Active participation includes leading, composing, and presenting thought leadership reputed company to internal partners, centers of influence (COIs), and clients and prospects at external events locally and nationally This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements • Bachelor's degree • Eight (8) years of Wealth Strategist/Financial Planning experience Preferences • Doctor of Jurisprudence degree (J.D.) • Certified Financial Planner (CFP®) • Master’s of Law (LL.M.) Skills and Competencies • Excellent problem solving and interpersonal skills • Excellent verbal and written communication skills • JD and/or CPA is highly preferred

Compensation

Details Pay ranges are job specific and are provided as a reputed company-of-market reference for compensation reputed company. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates reputed company the same job. The reputed company information listed below is based on the Metropolitan Statistical Area Market reputed company for where the position is located and level of the position. Job reputed company reputed company: Minimum: $131,993.95 USD 50th Percentile: $210,450.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan. Location: Birmingham, Alabama Bring Your Whole Self to Work We have a passion for creating an inclusive environment that promotes and values the differences that reputed company each of us stand out as unique individuals and help reputed company valuable perspective that makes us a reputed company company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and reputed company is the right thing to do. OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans Job applications at reputed company are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company. Apply Job!