Senior Wealth Advisor

Cerity Partners • Jacksonville, FL

127d

About The Position

Are you a CTFA or trust & estate attorney who wants to leave the traditional practice in favor of an entrepreneurial, growing wealth management firm? Do you love the T&E work, but favor the management of complex trusts and working directly with clients trust management of clients, estate planning and creativity? Can you envision…? If those questions peak your interest, we want to speak with you. As a Senior Wealth Advisor, you will support a growing client practice with a wide array of clients with complex trust relationships and advanced estate planning strategies. We provide our clients with world-class advice focused on the many facets of comprehensive wealth management. We believe trust & estate services are fundamental to the client experience and we welcome a detail oriented professional with 5-10 years’ experience in the administration and management of complex trust relationships.

Requirements

• Bachelor’s degree or equivalent experience in business, finance, marketing, or a related field.
• 5 – 10 years of experience in managing complex trust and estate relationships.
• Paralegal experience required at a minimum.

Nice To Haves

• CTFA or JD preferred.

Responsibilities

• Supporting and collaborating with the head of Trust & Estates in NYC and collaborating with client-facing Partners, their clients and prospects to outline specific, actionable estate plans.
• Supporting the head of Trust & Estates in NYC to manage an existing book of complex trusts and estates, while continuing to grow the business.
• Helping client-facing Partners to win business by providing estate planning services during the prospect stage.
• Reviewing existing estate planning documents of identified clients and prospects and summarizing same.
• Quarterbacking referrals of clients implementing estate plans to outside legal counsel for preparation of planning documents and working to execute the agreed upon plan.
• Review and quality control of estate planning documents prepared by outside legal counsel prior to client execution.
• Ongoing dialogue with clients on trust and estate planning issues to address issues as circumstances and laws change.
• Participation in quarterly client board meetings and taking Minutes.
• Responding to internal questions about trust and estate planning and administration issues as they arise.
• Act as a resource and expert for one-off questions or scoping unique projects.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match.
• Flexible PTO policy.
• Parental Leave.
• Financial assistance for advanced education and professional designations.
• Opportunity to give back time to local communities.
• Commuter benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees