Wealth Strategist

Oxford Financial Group, Ltd.; Carmel (IN); On-site; USD 70,000 - 120,000; Full time

Job summary

A leading financial firm seeks an experienced estate and financial planner to produce complex estate planning deliverables and serve as a technical resource. This role entails preparing estate flowcharts, financial modeling, and maintaining high standards in client interactions. Candidates should have a strong analytical background, effective communication skills, and proficiency in financial planning software. Commitment to confidentiality and detail-oriented work in a fast-paced environment is essential.

Qualifications

• 5 years of relevant experience in trust and estate planning and tax planning.
• Strong attention to detail in analyzing estate planning documents.
• Developing written and verbal communication skills.

Responsibilities

• Produces estate planning illustrations and analyzes estate documents.
• Prepares various financial modeling deliverables using Excel and NaviPlan.
• Assists client teams and conducts research as needed.

Skills

Analytical Skills

Communication Skills

Organizational Skills

Technical Skills

Detail-Oriented

Work Ethic

Education

College degree with advanced degree or professional designation

Tools

Microsoft Excel

NaviPlan

Job description

Position Summary:

Produce and review complex client estate and wealth transfer planning deliverables and serves as an estate and financial planning technical resource for the firm and developing thought leader in areas of estate and financial planning.

Duties & Responsibilities:

Produces Estate Document Focused Deliverables

• Prepares estate flowcharts, estate planning illustrations, estate document summaries and other ad hoc technical deliverables relative to complex estate and wealth transfer planning matters
• Reviews, analyzes and summarizes sophisticated estate planning documents
• Discusses objectives with internal client teams as needed and prepares appropriate ad hoc deliverables
• Identifies specific planning issues and strategies and drafts observations and recommendations
• Calculates and administers GRATs, CLTs, CRTs as well as administration of various family entities and comprehensive services related to maintaining client’s Family Offices

Produces, Reviews and Presents Financial Modeling and Financial Planning Focused Deliverables

• Prepares various financial modeling and impact analysis deliverables by utilizing NaviPlan, Excel and other programs
• Develops expertise working with financial planning software (e.g., NaviPlan)
• Participates as a presenter of “live-modeling” in client meetings, as needed
• Discusses objectives with internal client teams as needed and prepares appropriate ad hoc deliverables

Serves as an estate and financial planning technical resource internally

• Assists client team as technical resource in preparation for client meetings
• Ensures objectives/observations and information from Managing Director and Client Service Teams are incorporated into planning deliverables
• Reviews reports prepared by various associates
• Conducts research as needed
• Provides support, clarity and answers to technical issues/questions related to estate and financial planning
• Advances communication skills and visibility as author of technical articles
• Stays current with legislative and case law changes and other technical developments in estate and financial planning areas
• Develops beneficial relationships and communicates with outside advisors

Develops, reviews and maintains FOS technical materials and educational pieces related to estate and wealth transfer planning

• Develops, reviews and maintains templates for various estate planning reports, analyses and deliverables
• Participates in creation, review and maintenance of estate and financial planning related technical education summaries and materials

Handles certain required administrative tasks, attends various required internal meetings and participates in training sessions for continued technical development

Performs other duties as assigned

Qualifications:

• College degree with advanced degree in relevant field or professional designation in relevant area of study (such as CPA, CFP, CPWA, CIMA) and 5 years of relevant experience in trust and estate planning and tax planning. Financial planning experience preferred.
• Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high net worth individuals and multi-generational families
• Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail
• Must be developing in area of written and verbal communication skills as author and presenter of complex estate planning strategies
• Must have excellent computer skills in Microsoft Office, specifically Excel, preferably with ability to build Excel worksheets relative to complex planning strategies
• Must have familiarity with financial planning software, with specific NaviPlan experience preferred
• Must be developing in ability to explain complex estate planning strategies in a client-friendly manner
• Must have a professional demeanor with the utmost respect for confidential matters
• Must be able to work independently and in a team environment
• Must be detail-oriented with excellent organizational skills
• Must have ability to multi-task
• Must have ability to work in a fast-paced environment
• Must have strong work ethic with a positive attitude

Working Conditions:

• Limited travel as business needs necessitate
• Long periods of sitting utilizing a computer