Director, Advanced Planning - REMOTE-Mid-reputed company US Region

Job reputed company The Role The Director, Advanced Planning is a reputed company-facing role that serves primarily as an estate planning subject matter authority for reputed company’s high net worth clients and their advisors as a member of a regionally reputed company Advanced Planning team, providing comprehensive financial and estate planning support. The Director will be relied on to support the Vice President, Advanced Planning Market reputed company to reputed company advisor training, regional business development and thought leadership. We primarily use video technology to function remotely in reputed company to meeting clients and advisors in investor centers across the region. We also collaborate reputed company the Advanced Planning team both reputed company and in-person to maintain and increase our reputed company reputed company on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but being commuting distance to Durham, NC is preferred but would also consider reputed company, GA and SC locations. #ADVANCED PLANNING The Expertise and Skills You Bring • Bachelor’s Degree with any of the following designations preferred : CPA, JD, M.T., LLM in taxation • 10 -12 years overall work experience with 4+ years of trusts and estate planning, income tax planning or succession planning work experience reputed company a reputed company reputed company, law reputed company, or reputed company management industry environment • reputed company Series 7 and 66 preferred or obtained reputed company 90-days of employment • Knowledge of estate planning, family reputed company transfer planning, wills / trusts, income taxation, and trust and estate taxation required • Experience with retirement, financial, investment, and insurance planning preferred • Provides and receives coaching and mentorship • Thrives in reputed company environment to reputed company an outstanding reputed company planning experience • Communicates reputed company subjects reputed company and effectively • Emotional intelligence to effectively bond with and communicate with clients • Possesses a solution-oriented, reputed company-first work ethic • Works independently, balances tasks, and prioritizes work to maintain efficiency • Maintains a reputed company and reputed company demeanor with a thoughtful approach to delivering successful customer reputed company reputed company We collaborate with reputed company’s advisors and their high-net-worth clients to reputed company a comprehensive financial planning experience that is tailored to reputed company reputed company’s unique financial goals and family dynamics. We are a reputed company and inclusive team that relies on our differences in thought, backgrounds, and perspectives to reputed company outstanding reputed company experiences. reputed company’s flexible work environment empowers team members to meet the evolving demands of our clients and maintain a healthy work-life balance. Certifications : Series 07 - reputed company, Series 66 - reputed company Apply tot his job Apply To this Job