VP, Wealth Strategy & Estate Planning

Socket.dev; Newport Beach (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Goldman Sachs Ayco is seeking an experienced Wealth Strategies Advisor to educate Wealth Advisors on sophisticated wealth transfer and tax-advantaged life insurance strategies. You will work with trusts and funding mechanisms, including ILITs, IDGTs, GRATs, and GRUTs, and partner with attorneys and underwriting teams.

You will identify planning opportunities, present strategies to clients, and drive adoption while delivering exceptional service in a fast-paced environment.

Qualifications

• Bachelor’s degree required.
• Advanced degree or CFP designation preferred.
• Series 7 or Series 6 required.
• Life and health insurance license required.
• Minimum three years’ experience in life insurance sales.
• Strong verbal and written communication and presentation skills.
• Direct client facing experience and ability to build relationships.
• Detail-oriented, self-motivated and team-oriented.
• Ability to multi-task in a fast-paced environment.
• Proficiency in Microsoft Office programs.

Responsibilities

• Educate and support Wealth Advisors in planning and implementation of wealth transfer and tax-advantaged life insurance strategies.
• Understand policy structures and trusts including ILITs, IDGTs, GRATs, QPRTs and related funding strategies.
• Compare planning opportunities with non-insurance options for a consultative approach.
• Work with Wealth Advisor teams to identify and pursue planning opportunities.
• Present wealth transfer and tax-advantaged accumulation strategies to clients.
• Drive Advisors to prioritize identification, presentation and implementation.
• Coordinate with underwriting and implementation teams and estate planning attorneys.
• Collaborate with Product Analysis to enhance portfolio strategy.
• Identify new planning opportunities based on client dynamics and demographics.
• Meet goals aligned with Wealth Advisor performance and unit targets.
• Deliver exemplary client service and maintain high standards.

Skills

Bachelor’s degree

Advanced degree or CFP

Series 7 or Series 6

Life and health insurance license

Life insurance sales

Verbal and written communication

Client relationship building

Attention to detail

Multi-tasking

Microsoft Office

Education

Bachelor’s degree

Advanced degree or CFP designation

Tools

Microsoft Office

Outlook

Excel

Word

Job description

Goldman Sachs Ayco is seeking an experienced Wealth Strategies Advisor to educate Wealth Advisors on sophisticated wealth transfer and tax-advantaged life insurance strategies. You will work with trusts and funding mechanisms, including ILITs, IDGTs, GRATs, and GRUTs, and partner with attorneys and underwriting teams.

You will identify planning opportunities, present strategies to clients, and drive adoption while delivering exceptional service in a fast-paced environment.