Become a Senior Vice President specializing in wealth management and estate planning for affluent clientele. Provide strategic tax guidance and mentoring to Investment Advisors.
This position is tailored for professionals with extensive experience in wealth planning, particularly in tax and estate matters. You will engage in face-to-face consultations, lead presentations, and consult with legal and financial experts. Your leadership will not only enhance service delivery but also improve team competencies through mentorship.
Key Responsibilities:
• Offer estate and tax planning strategies to high-net-worth clients
• Lead client seminars and educational presentations
• Collaborate with external advisors to finalize wealth strategies
• Assist in business growth initiatives and opportunity spotting
• Contribute to the training program for Investment Advisors
Requirements:
• 10+ years specializing in tax and estate planning
• Financial services experience is a...