Senior Lead Wealth Planning Strategist

Wells Fargo Bank•Boston, MA

6d•$185,000 - $300,000

About The Position

About this role: The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. In this role, you will: Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives Work with Advisors to develop business opportunities with clients and prospects Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions Coach and educate Advisors to independently implement wealth planning advice to other clients Prioritize consulting and interactions with Advisors to serve largest and most complex clients Present wealth planning advice during client meetings in clear, concise, and actionable manner Collaborate with internal and external partners to promote wealth planning both internally and externally Adhere to all planning and risk protocols and procedures

Requirements

7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions
10+ years of wealth transfer and planning experience with U/HNW clients
Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred
Deep experience with clients in the $25+ million net worth segment
Professional network and local market knowledge in location and location markets
Ability to travel up to 25% of the time

Responsibilities

Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives
Work with Advisors to develop business opportunities with clients and prospects
Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies
Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions
Coach and educate Advisors to independently implement wealth planning advice to other clients
Prioritize consulting and interactions with Advisors to serve largest and most complex clients
Present wealth planning advice during client meetings in clear, concise, and actionable manner
Collaborate with internal and external partners to promote wealth planning both internally and externally
Adhere to all planning and risk protocols and procedures