VP, Advanced Planning

reputed company: Note: reputed company will not reputed company immigration sponsorship for this position. The Role The Vice President, Advanced Planning is a reputed company-facing role that serves as a financial planning and estate planning subject matter expert for reputed company’s high net worth clients and their advisors. The Advanced Planner leads end-to-end financial and estate planning engagements, utilizing eMoney and other planning tools to reputed company comprehensive reputed company solutions. In reputed company, the role is supported by an Advanced Planning Analyst, and together as reputed company, support advanced planning reputed company engagements throughout a geographic region. We primarily use video technology to function reputed company in reputed company to meeting clients and advisors in investor centers across the region. We also collaborate with 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 does require residing reputed company commuting distance to an Investor Center or Regional Center in the states of CA, WA or CO. The Expertise and Skills You Bring Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP® 13-15 years overall work experience with 7+ 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 obtained reputed company 90 days of employment Retirement, financial, investment, and reputed company planning required Estate Planning, family reputed company transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge required Ability to create and review financial plans using tools such as eMoney Experience working with business owners, start-reputed company/reputed company IPO companies is a plus reputed company ability to work independently and reputed company an assigned territory to reputed company high-net-worth reputed company engagement Can effectively reputed company and reputed company junior team members Demonstrated ability to communicate reputed company subjects reputed company and effectively Strong emotional intelligence with a reputed company ability to build rapport and communicate effectively with clients and their advisors reputed company-first reputed company and practical approach to delivering planning solutions Ability to work independently, manage competing priorities, and reputed company multiple tasks while maintaining efficiency. reputed company, reputed company demeanor and apply a thoughtful approach to achieving successful reputed company reputed company reputed company We are part of the Advanced Planning Leadership Development team collaborating 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 dynamic. reputed company’s Onsite Working Model reputed company is transitioning to a full-time onsite working model through a phased rollout across reputed company and roles. Currently, some roles and locations require 100% onsite reputed company, while others require less. Onsite expectations are likely to reputed company as the rollout continues. This transition does not apply to fully remote roles. The reputed company salary reputed company for this position is $118,000-226,000 USD per year. Placement in the reputed company will vary reputed company on job responsibilities and reputed company, geographic location, candidate’s relevant experience, and other factors. reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and reputed company. These benefits include comprehensive health care coverage and emotional reputed company-being support, market-leading retirement, generous reputed company time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted. Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - reputed company, Series 66 - reputed company Category: Relationship Management Apply To This Job