SeattleRecruiter Since 2001
the smart solution for Seattle jobs

Director of Wealth Planning

Company: NPAworldwide Recruitment Network
Location: Seattle
Posted on: November 22, 2020

Job Description:

JOB DESCRIPTION

Job #: 34162 Title: Director of Wealth Planning Job Location: Seattle, Washington - United States Employment Type: Salary: $100,000.00 - $210,000.00 - US Dollars - Yearly Employer Will Recruit From: Nationwide Relocation Paid?: Negotiable WHY IS THIS A GREAT OPPORTUNITY? Director of Wealth Planning Our client is currently seeking an experienced Wealth Planning leader to deliver strategic direction for the Wealth Planning department. This leader will serve as an advocate of the firm and provide financial/estate planning expertise in collaboration with team members and their clients. In this player-coach role, the Director of Wealth Planning is required to be a subject matter expert (SME) on a wide range of financial and estate planning strategies and be a leader in client engagement especially in complicated cases. The Director of Wealth Planning participates in significant consulting services which vary from conference calls and/or in-person meetings with firm associates and their individual clients, to conducting client seminars and internal training sessions. JOB DESCRIPTION

Duties:

  • Responsible for wide-ranging business activities and departmental leadership including development and implementation of short and long-range department objectives and strategies and following to completion.
  • Oversees budget and controls expenses.
  • Supervises and executes customized client wealth planning analysis, recommendations, plan development, presentation, and execution in partnership with team members.
  • Consults with clients and internal team members on a variety of planning strategies including estate planning, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, tax advantaged philanthropic gifting, business succession, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation.
  • Coordinates the design, advancement, implementation, and on-going evaluation of all wealth planning programs.
  • Supervises and organizes all client consulting activities to safeguard accuracy and quality of recommendations.
  • Ensures the department generates quality client-facing and advisor-facing educational materials.
  • Develops and presents educational seminars to clients as well as internal firm training seminars.
  • Keeps up to date with tax and estate planning solutions by research and reading relevant journals, seminars and attending relevant courses. QUALIFICATIONS Requirements:
    • Prior management experience and experience as a Financial Professional preferred.
    • Series 7 and 66 (or 7, 63, and 65) required within first six months of employment.
    • Knowledge in developing estate plans for ultra-high net-worth clients.
    • Expert knowledge of industry leading planning tools and technology.
    • Capability to analyze and simplify complicated wealth planning solutions to a variety of clientele
    • Bachelors Degree and a minimum of eight or more years of related professional experience.
    • Juris Doctor and CFP strongly desired
    • Act as a key resource and contributor on cross-departmental projects.
    • Excellent interpersonal, communication, presentation, and project management skills with the capacity to collaborate across divisions and teams. Education:
      University - Bachelor`s Degree/3-4 Year Degree

Keywords: NPAworldwide Recruitment Network, Seattle , Director of Wealth Planning, Accounting, Auditing , Seattle, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Orting
Posted on: 11/30/2020

Credentialed Tax Advisor - CPA - Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Orting
Posted on: 11/30/2020

Financial Analyst
Description: We are seeking a strategic finance
Company: Connexus
Location: Seattle
Posted on: 11/30/2020


Analyst, Tax Integration
Description: Amazon is seeking an experienced
Company: Connexus
Location: Seattle
Posted on: 11/30/2020

Senior Finance Analyst - Prime/Customer Insights
Description: Do you have a passion for asking Why
Company: Connexus
Location: Seattle
Posted on: 11/30/2020

Experienced Tax Accountant
Description: Overview If youre a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. Youll advance our (more...)
Company: Intuit
Location: Shelton
Posted on: 11/30/2020

Remote Credentialed Tax Accountant
Description: OverviewIf you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Orting
Posted on: 11/30/2020

Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seaso
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Seattle
Posted on: 11/30/2020

Credentialed Tax Advisor - CPA - Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Seattle
Posted on: 11/30/2020

Senior Financial Analyst, Advertising FP&A
Description: Advertising Finance is seeking
Company: Connexus
Location: Seattle
Posted on: 11/30/2020

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Seattle RSS job feeds