reputed company Strategies Advisor
Job reputed company: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. Responsible reputed company is how we run reputed company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible reputed company is being a great reputed company to work for our teammates around the world. Were reputed company to being a diverse and inclusive workplace for everyone. We hire individuals with a broad reputed company of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial reputed company-being. reputed company believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at reputed company will give you a great career with opportunities to learn, grow and reputed company an reputed company, along with the power to reputed company a difference. Join us! Job reputed company: This job is responsible for serving as a specialized resource for Advisor teams who are interested in reputed company planning services to address their high- and ultra-high net worth clients' trust, estate/reputed company transfer, and financial planning needs. Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Responsibilities: Leads the reputed company planning engagement process with clients from start to finish Works with reputed company reputed company Specialists and/or reputed company reputed company Analysts to reputed company information, run analyses, and reputed company planning solutions based on these analyses Develops holistic, integrated planning strategies for clients with a reputed company on how reputed company can help implement those strategies in concert with the clients advisors where appropriate Expands existing reputed company relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in reputed company planning Demonstrates advanced technical knowledge across a broad reputed company of reputed company planning topics such as trust and estate planning, income and reputed company transfer tax planning, investments, retirement planning and cash reputed company modeling, sale of business entities, and philanthropic planning Stays up-to-date with major developments in trust, estate/reputed company transfer and financial planning, while following reputed company and proposed tax legislation and understanding the reputed company on clients Builds a network with local centers of influence to create a business referral network of clients who would benefit from the bank's services Up to 10% Travel Expected Key Qualifications: Ability to reputed company reputed company's respect and trust by listening to the reputed company's goals and then building an effective and creative reputed company for achieving those goals. Advanced understanding of a wide reputed company of subject reputed company including income taxation, stock reputed company, insurance, investments and cash reputed company modeling, business entities and business transitions. Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts. Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs). Expand existing reputed company relationships, assist advisors in new sales, and represent the firm in the marketplace. Word, reputed company, and PowerPoint. Various reputed company reputed company stochastic models and planning software such as WealthMaster. Desired Qualifications: Minimum 7 years of planning-reputed company work experience desired JD, CPA, or CFP desired LLM, MST, MBA (or in reputed company) a plus Skills: Critical Thinking Oral Communications Presentation Skills reputed company Planning Written Communications reputed company Listening Business Development Collaboration Customer and reputed company reputed company Networking Issue Management Prioritization Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (reputed company of America) Hours Per Week: 40 Pay Transparency details US - NV - Las Vegas - 400 S reputed company Blvd - 400 S reputed company Blvd (NV9840) Pay and benefits information Pay reputed company $129,000.00 - $281,500.00 annualized salary, offers to be determined based on experience, education and reputed company set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall reputed company of reputed company.
Benefits
This role is currently benefits eligible. We reputed company industry-leading benefits, reputed company to reputed company time off, resources and support to our employees so they can reputed company a genuine reputed company and contribute to the sustainable reputed company of our business and the communities we serve. Apply Job!