3272 Net Developer jobs in Glendale,AZ

Associates may be eligible for bonuses and profit sharing.

Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)

Short- and long-term disability

Basic life

Basic AD&D; coverage

Short- and long-term disability, basic life, and basic AD&D; coverage are provided at no cost to associates.

401k retirement plan

Tax-advantaged accounts: health savings account, and flexible spending account

Ten paid holidays

15 days of vacation for new associates beginning on January 1 of each year

Sick time

Personal days

A paid day for volunteerism

Employee Assistance Program

Work in the office four days per week

Bachelor's degree in Business, Finance, Accounting or Law required

Advanced degree (such as JD) required

Direct client service experience as a member of a HNW client-facing professional team required

Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings

Proficiency using financial planning software or tools and interpreting results

Deep understanding of financial planning concepts and application

Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals. Should also be familiar with implementation of these strategies for High Net Worth clients

Ability to review High Net Worth client estate planning documents (i.e.trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning

Need to demonstrate ability to understand and interpret how upcoming changes in legislation and regulatory environment may impact HNW estate/legacy planning and proposed client strategies.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Series 7 and 66 required within 6 months of hire

Insurance license required 6 months of hire

CFP® preferred or obtained in accordance with firm policy

5+ years of experience in the financial services industry preferred

Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients

Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax planning and client facing strategies and recommendations