Serve as the primary contact with individual clients concerning comprehensive personal financial planning to corporate executives, business owners and other high net worth individuals;
Responsible for assessing client needs, developing strategic recommendations, and executing agreed upon planning projects through to completion.
Primary liaison to tax team to collaborate on tax planning and compliance projects to ensure client objectives are met in an effective and efficient manner
Support the Wealth Advisors and Portfolio Manager in the preparation of various reports for clients in the areas of cash flow planning, investment allocation, investment performance, estate flowcharts, etc.
Assists in achieving revenue goals by demonstrating expertise in internal meetings with referral partners and networking externally.
Must be passionate about staying on the cutting edge of planning strategies and industry trends.
Consistently follows procedures to be complaint.
Related work experience of seven+ years preferred;
Estate/gift planning design and implementation
Strong working knowledge of Excel and other Microsoft Office tools;
Attention to details critical, strong organizational and multi-tasking skills;
Excellent written and verbal communication skills with emphasis on ability to effectively question and listen to clients and facilitate effective planning meetings
Ability to maintain a high level of confidentiality;
Enthusiastic and positive approach to problem-solving and client service;
Embraces the opportunity to mentor younger team members
Innovative thought processes and pro-active time management and task completion follow-through.
Understands and embraces risk management, compliance, and regulatory matters.
Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion.
Undergraduate Degree in Business (Accounting a plus)
CPA®, JD, CFP®, PFS®, or related credentials strongly preferred
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, Tamarack, and other financial planning software tools is a plus
NC life and health license
Job ID req4209
Line of Business: Wealth Management
SubFunction: Family Wealth Services - WM
Job Type: Full Time
Req #: req4209
Location: 4725 Piedmont Row Drive, Ste. 300, Charlotte, NC US