Wealth Planning Specialist - NYC or Melville, Long Island

Wealth Planning Specialist
Compensation: $135K - $150K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: TJKJA27

Total Comp to $200000+ 

·Develops and delivers sophisticated, high-level estate, tax and financial planning advice to high net worth clients. Activities include interpreting legal documents, re/building trusts, consulting on tax implications; managing internal holdings and dual citizenship situations, etc. 
·Works with assigned Wealth management partners and/or clients to deliver sophisticated financial, estate and tax planning advisory services for The Company’s highest net worth and most influential clients in a manner that is consistent with the Wealth Planning Specialists processes. 
·Serves as an expert resource for Wealth Management partners on client planning strategies directed to high next worth individuals. 
·Assists wealth management partners with the delivery of seminar presentations to clients regarding financial, estate and tax planning strategies. 
·Assists with the writing or editing of tax or planning articles for various Company publications. 
·Assists in training of Wealth Management Trust Company and other segments of the company on sophisticated planning topics and on client relationship development plans that are focused on asset retention and account growth. 
·Conducts financial, estate and income tax analysis, assessment and presentations to high net worth clients and to other internal Wealth Management/Trust areas. 
· Implements planning strategies that address income, estate and financial planning issues 
·Understands features and benefits of The Company's products and investment strategies 
·Stays current on existing and changing regulations and legislative rulings governing product offerings and legal and tax implications of investment decisions and strategies 

Qualifications 
· Requires a law degree (JD or LLM) CPA license is a plus, with an emphasis on tax planning, and minimum of 3 years of experience in providing estate or Certified Financial Planner (CFP), Certified Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), or Chartered Investment Counselor (CIC) designation is preferred. 
·Knowledge of income and estate planning laws, regulations and business practices. Positions requires advanced capabilities for analyzing and communicating complicated financial and tax concepts in a manner a client can understand and appreciate. 
·Ability and experience in understanding a client's financial situation and personal circumstances, while providing thoughtful, appropriate advice for client's situation aimed at securing the client's confidence and financial services business. 
·Prior experience in high net worth relationship management is beneficial, but not required. 

·Excellent public speaking, interpersonal and writing skills required. 
·Extremely high importance placed on this individual's ability to quickly gain the trust and confidence of our clients as a "first-call" resource for estate and financial planning matters. 
·Proficiency in use of appropriate research and planning tools. Experience with spreadsheets (Excel), flowchart generation (through Powerpoint or otherwise), and income/estate tax preparation will be beneficial. 
·Must be able to work in a fast paced professional environment and to adapt quickly to rapid changes in technology and procedures; periodic travel required for client meetings, training and speaking engagements. 
·Must comply with all regulatory requirement and remain in good standing with regulatory agencies, the bar associations and/or professional boards. 

Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume. 

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES. 

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