Wealth Strategist / Managing Dir.

Boston Private; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Boston Private is seeking a Wealth Strategist in San Francisco to provide expert advice for high net worth clients with a focus on developing wealth planning strategies. The role involves collaborating with business development and implementing complex financial plans.

The ideal candidate should possess a bachelor’s degree, preferably a graduate degree, and have 10-15 years of experience in the field along with certifications like CFP® or CTFA. This role aims to enhance the client experience through comprehensive financial solutions.

Qualifications

• 10-15 years’ experience in trust and personal financial planning.
• Deep understanding of investments and estate planning.
• Ability to enhance Wealth Planning business.

Responsibilities

• Develop and implement financial plans for HNW/UHNW clients.
• Evaluate and recommend financial solutions.
• Collaborate with Business Development Officers and Client Advisors.

Skills

Interpersonal skills

Financial planning

Complex investments

Tax and Estate planning

Education

Bachelor’s degree

Graduate work including J.D. or similar

CFP® or CTFA certification

Job description

Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.

We’re committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.

As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.

Job Description

The Wealth Strategist provides expert advice and thought leadership in specialty areas for high net worth clients ($5+mm in liquid assets). They are responsible for the development of a wealth planning strategy, ensuring the alignment of the client’s financial goals and all of their assets. They provide overall wealth planning expertise, with significant depth in one or more area including Estate Plan Design, Retirement Planning, Trust, and Gifting Strategies.

Responsibilities

• Develops, consults on, and implements financial plans for HNW/UHNW clients with complex planning needs.
• Conducts meetings, evaluates and recommends financial solutions to address client needs and long term goals.
• Participates in new business opportunities and prospect calls to represent Wealth Planning services and capabilities.
• Collaborates with Business Development Officers and Client Advisors in support of client.
• Partners with vendor partners and/or other internal resources in solution development and implementation; participates in the development of new Wealth Planning offerings, and client events.
• Represents BPW to external audiences with respect to Wealth Planning services.
• Keeps current with regulatory changes that impact our clients, and provides interpretation and support to Client Advisors.

Qualifications

• Bachelor’s degree from accredited college or university required. Graduate work including J.D. or similar strongly preferred.
• Additional educational certifications such as CFP®, CTFA strongly preferred.
• At least 10-15 years’ experience working directly with clients on trust and personal financial planning matters.
• Deep understanding of complex investments, tax, generational trust and estate planning.
• Demonstrated interpersonal skills suggesting ability to enhance the BPW’s Wealth Planning business—both internally and externally.

Additional Information

All your information will be kept confidential according to EEO guidelines.