Locations: Available in two locations: Fort Mill, SC or San Diego, CA
Compensation: 180K + 20%
Overview:
- This is a senior role focused on supporting financial advisors who cater to high-net-worth clients by providing expert advice and strategy development.
Key Responsibilities:
- Case Consultations: Analyze client needs, risk tolerance, estate planning, and asset goals.
- Technical Planning: Expert in complex estate, tax, and financial planning (AB Trust, SLAT, TCLATS). Knowledge of eMoney and Holistiplan preferred. Knowledge of eMoney and Holistiplan preferred.
- Training: Educate advisors on client needs, practice management, and portfolio construction.
- Marketing: Create materials and write for publications.
- Opportunity Tracking: Manage databases and sales reports.
Requirements:
- Educational Qualifications: JD required, JD + LLM preferred. Bachelor's degree.
- Experience: 10+ years in advisory, estate planning, and working with Ultra High Net Worth clients.
- Licenses: Series 7, 65 or 66 (or obtain within 90 days).
- Travel: Up to 40% for consultations and training.
Key Attributes:
- Strong leadership and technical expertise in estate planning and tax strategies.
- Ability to create and deliver engaging presentations and marketing materials.
Job Type: Full-time
Pay: Up to $180,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Compensation package:
Physical setting:
Schedule:
Education:
Experience:
- advisory, estate planning & working with Ultra HNW clients.: 10 years (Required)
License/Certification:
- Juris Doctor (JD) (Required)
- Series 7 required. 65 or 66 (or able to get within 90 days) (Required)
Ability to Relocate:
- Fort Mill, SC: Relocate before starting work (Required)
Willingness to travel:
Work Location: In person