Senior AVP, Advanced Planning — Remote Friendly

Energy Jobline ZR; Phoenix (AZ); Remote; USD 175,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, vision, life

401k with employer match

Paid time off

Paid parking

Job summary

Simplicity Group is seeking a Senior AVP, Advanced Planning to provide expert trust and estate planning guidance, case design support, and marketing content for advisors and clients. You will educate on complex topics and drive sales opportunities with strong communication skills.

You will review documents, stay current on tax and legal issues, and represent the firm at events. This is an exempt, senior role with significant impact on client outcomes.

Qualifications

• 10+ years of experience in advanced planning for high-net-worth and business owner clients.
• Bachelor's degree or equivalent education, training, and work-related experience strongly
• Industry designations – CLU, ChFC, and/or CFP
• J.D.
• Expert comprehension of income and estate taxation, trust and estate planning, business succession, executive compensation, creditor protection solutions, retirement planning, and planned charitable giving
• Excellent knowledge of financial / insurance products including life insurance, annuities, long-term care and

Responsibilities

• Keep up to date on tax and legal issues related to estate and business planning topics, understand their implications for clients, and be able to effectively communicate them to financial advisors.
• Respond to inquiries from financial advisors and internal stakeholders on various financial, tax, and legal questions, and provide exceptional customer service.
• Recognize sales opportunities based on client fact patterns provided by financial advisors and maximize their success rates.
• Review legal documents, i.e. trust and estate planning documents, buy-sell agreements, and executive compensation arrangements. Provide advisors with plain English summaries to advance the sales process.
• Educate financial advisors and internal stakeholders through written advanced planning updates and online webinars.
• Represent Simplicity at industry events and internal firm level conferences as a participating member, presenter or contributor as needed.
• Assist in the integration of new Simplicity partner firms and affiliated firms, introducing them to our advanced planning services, and playing a key relationship role in maximizing their sales opportunities.
• Build and maintain strong professional, customer-focused relationships with advisors by providing advanced planning support above their expectations.
• Assist the Advanced Planning team in their development of marketing material, completing writing projects, reviewing existing material for technical accuracy, and recommending new projects based on advisor demand and sales opportunities. Ensure content remains up-to-date and compliant.

Skills

Advanced Planning

Client Education

Stakeholder Communication

Presentation Skills

Team Collaboration

Analytical Thinking

Problem Solving

Education

Bachelor's degree

J.D.

CLU

ChFC

CFP

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Google Workspace

Job description

Simplicity Group is seeking a Senior AVP, Advanced Planning to provide expert trust and estate planning guidance, case design support, and marketing content for advisors and clients. You will educate on complex topics and drive sales opportunities with strong communication skills.

You will review documents, stay current on tax and legal issues, and represent the firm at events. This is an exempt, senior role with significant impact on client outcomes.