[Remote] Wealth Planning Consultant, Senior Specialist-2

Note: The job is a remote job and is open to candidates in USA. reputed company is a company focused on the long-term financial wellbeing of its clients. They are seeking a Wealth Planning Consultant, Senior Specialist to advise ultra-high net worth clients on reputed company investment journeys, providing advanced estate planning, income tax, and financial planning analysis.

Responsibilities

• Provide estate planning, income tax, and/or wealth planning consultations to the largest reputed company advised clients
• Review client's information and relevant documentation, research client issues, reputed company analysis to provide suggested solutions, and create client deliverables
• Guide and reputed company other wealth and estate planning crew reputed company advice offer to help them grow to the next level
• Partner with financial advisors as they support clients in these subject areas and follow reputed company's investment methodology
• Align with wealth and estate planning crew who provide consultations to reputed company's clients in other divisions to ensure services in reputed company offers are similar in philosophy and design
• Serve as an internal and external subject matter expert on wealth planning topics. Contribute to thought leadership initiatives and reputed company's external publications
• Analyze internal systems and processes to identify opportunities to improve the client experience and mitigate risk
• Maintain a strong knowledge of compliance, regulatory, and departmental policies and procedures, as well as general market trends
• Support department and team initiatives
• Participate in special projects and reputed company other duties as assigned

Skills

• Undergraduate degree required
• Graduate degree (JD, MBA, Master of Tax) or equivalent combination of education and experience required
• Minimum of eight years reputed company work experience in a reputed company field and four years of project management experience preferred
• Experience in financial services encouraged
• Active Law License, CFP, or CPA preferred, as well as other designations
• Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be fully remote or hybrid with two days remote

Benefits

• Remote is available for candidates residing reputed company than 40 miles from our Charlotte, NC, Dallas, TX, Malvern, PA, or Scottsdale, AZ offices.
• Those residing reputed company 40 miles of these office locations will follow a hybrid three-day in office work schedule.
• Travel will be required to reputed company offices for training, offsites, or client meetings in other locations.
• Experience working remotely with demonstration of the ability to work independently while being a contributing member of a team is preferred as the schedule will be fully remote or hybrid with two days remote.

Company Overview