Wealth Planning Strategies

TIAA•Charlotte, NC

3d•Onsite

About The Position

The Wealth Planning Strategy job partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Planning Strategy job to provide strategic investment advice for clients, as well as recommend value-added products and services. This job recommends operational strategies to executive leadership and advises that have a direct impact on business results. This job is a thought leader recognized both within and outside the organization in the field of Wealth Management and is responsible for working with the organization's largest and most complex clients.

Requirements

8+ Years Required
University (Degree) Preferred

Nice To Haves

10+ Years Preferred

Responsibilities

Utilizes expertise and industry knowledge to develop and implement strategic and tactical plans with strong considerations to client challenges.
Ensures investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
Reviews client information, including financial statements, risk investment profile and cash availability.
Fosters client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
Recommends strategies to grow book of business through identifying value-added products and services for clients and develops additional business through referrals.
Reviews investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
Liaises with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
Communicates with executive leadership team to provide updates and maintain alignment between the operational direction of the department and the overall operational direction of the organization.
Delivers sophisticated financial, estate and tax planning education to high-net-worth clients, appropriate for their particular situation, aimed at security the client’s confidence and financial services business.
Understands a client’s financial situation and personal circumstances, while providing thoughtful, appropriate wealth transfer, estate and tax planning guidance for the client’s situation aimed at securing the client’s confidence and financial services business.
Assists wealth management partners with the delivery of seminar presentations to clients regarding estate and tax planning strategies.
Serves as an expert resource for Wealth Management partners on client estate and tax planning strategies directed to high-net-worth individuals.
Assists in training of Wealth Management, Trust bank and other segments of the company on sophisticated estate and tax planning topics and on client relationship development plans that are focused on asset retention and account growth.