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Associate Wealth Strategies Advisor - Fort Lauderdale FL
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Miami, FL Miami, Florida |
About this job
Business Overview U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Enterprise Role Overview
Answers estate and financial planning questions for clients by performing a variety of analyses and then creating specific recommendations for the customer based on those analyses. Works with Wealth Strategist to gather and analyze data, and develop recommendations. Prepares and analyzes balance sheets, financial projections and transfer tax illustrations. Usually works with a Wealth Strategist; however, may have primary responsible for client relationship.
Description of Role An Associate Wealth Strategist in Wealth Planning Solutions addresses a client's estate and other financial planning needs by performing a variety of analyses and then creating specific recommendations for the client based on those analyses. In most cases, the Associate Strategist will assist a Strategist. In some cases, especially for clients in the $3-10 million range, an Associate Strategist will have primary responsibility for a client's planning services and will work with an Analyst. Specific Duties
* Work with a Strategist to gather data, analyze data and develop recommendations
* Manage a client engagement from start to finish without assistance from a Strategist
* Gather financial data from a variety of sources (clients, PCAs, PCMs, PMs, etc.)
* Review, analyze and flowchart estate planning instruments
* Prepare and analyze balance sheets, financial projections and transfer tax illustrations
* Communicates planning recommendations to clients
* Research issues related to estate and financial planning including: effectiveness of estate tax savings strategies, charitable planning, retirement planning and investment issues
* Assist in developing and executing marketing and sales efforts, including speaking at seminars
* Mentor Analysts and delegate effectively and appropriately to them
Qualifications Areas of Competency
* Client Skills: Determine client's goals and objectives by asking the appropriate questions. Match planning strategies to the client's circumstances. Explain the Wealth Strategies output to internal and external clients. Help clients understand their planning options. Work with clients without any supervision.
* Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling. Advanced understanding of one or more of the preceding subject matters.
* Estate Planning Skills: Advanced understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts. Intermediate understanding of charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs).
* Software Skills: Word, Excel and PowerPoint. Various WPS stochastic models.
Qualifications
* Minimum four years of planning-related work experience plus JD, CPA, CFA or CFP preferred; OR
* Minimum six years planning-related work experience plus enrollment in any of the aforementioned degree/certification programs
* MST, MBA (or progress thereto) a plus
* Highly organized with a strong attention to detail
* Strong analytical skills
* Strong written and oral communication and interpersonal
Posting Date: 08/26/2016
Location: US-FL-Fort Lauderdale, US-FL-Miami, US-FL-Boca Raton, US-FL-Palm Beach
Travel: Yes, 5 % of the Time
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
Enterprise Role Overview
Answers estate and financial planning questions for clients by performing a variety of analyses and then creating specific recommendations for the customer based on those analyses. Works with Wealth Strategist to gather and analyze data, and develop recommendations. Prepares and analyzes balance sheets, financial projections and transfer tax illustrations. Usually works with a Wealth Strategist; however, may have primary responsible for client relationship.
Description of Role An Associate Wealth Strategist in Wealth Planning Solutions addresses a client's estate and other financial planning needs by performing a variety of analyses and then creating specific recommendations for the client based on those analyses. In most cases, the Associate Strategist will assist a Strategist. In some cases, especially for clients in the $3-10 million range, an Associate Strategist will have primary responsibility for a client's planning services and will work with an Analyst. Specific Duties
* Work with a Strategist to gather data, analyze data and develop recommendations
* Manage a client engagement from start to finish without assistance from a Strategist
* Gather financial data from a variety of sources (clients, PCAs, PCMs, PMs, etc.)
* Review, analyze and flowchart estate planning instruments
* Prepare and analyze balance sheets, financial projections and transfer tax illustrations
* Communicates planning recommendations to clients
* Research issues related to estate and financial planning including: effectiveness of estate tax savings strategies, charitable planning, retirement planning and investment issues
* Assist in developing and executing marketing and sales efforts, including speaking at seminars
* Mentor Analysts and delegate effectively and appropriately to them
Qualifications Areas of Competency
* Client Skills: Determine client's goals and objectives by asking the appropriate questions. Match planning strategies to the client's circumstances. Explain the Wealth Strategies output to internal and external clients. Help clients understand their planning options. Work with clients without any supervision.
* Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling. Advanced understanding of one or more of the preceding subject matters.
* Estate Planning Skills: Advanced understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts. Intermediate understanding of charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs).
* Software Skills: Word, Excel and PowerPoint. Various WPS stochastic models.
Qualifications
* Minimum four years of planning-related work experience plus JD, CPA, CFA or CFP preferred; OR
* Minimum six years planning-related work experience plus enrollment in any of the aforementioned degree/certification programs
* MST, MBA (or progress thereto) a plus
* Highly organized with a strong attention to detail
* Strong analytical skills
* Strong written and oral communication and interpersonal
Posting Date: 08/26/2016
Location: US-FL-Fort Lauderdale, US-FL-Miami, US-FL-Boca Raton, US-FL-Palm Beach
Travel: Yes, 5 % of the Time
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
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