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.
