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Stifel: Senior Wealth Strategist -Estate Planning & Tax Planning

Company: Stifel
Location: Saint Louis
Posted on: November 23, 2020

Job Description:

SUMMARY The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors (" FAs") on issuesaffecting clients of varying wealth profiles. The Senior Wealth Strategist provides expert estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation. Consulting services range from conference calls and/or in-person meetings with Stifel FAs and their individual clients, to conducting client seminars and training sessions for Stifel FAs, other Stifel employees, and outside centers of influence, such as attorneys and tax advisors. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic Solutions * Drafting, reviewing, and presenting detailed analyses of individual clients' estate plan and/or income tax situation. * Consulting by phone, via email, and in person with Stifel FAs and their individual clients. * Consulting with clients' outside counsel and/or tax advisors to coordinate appropriate solutions for clients. Marketing, Training, & Education * Generating and maintaining client-facing and advisor-facing educational materials. * Developing and presenting educational seminars for clients and internal training seminars for Stifel FAs. * Educating FAs and clients with respect to relevant topics. Other * Traveling as necessary (up to 25%). QUALIFICATIONS * Ability to analyze and simplify complicated estate and tax planning situations to provide high quality solutions for clients of varying wealth profiles. * Ability to explain estate and tax planning concepts in a manner that can be easily understood by clients. * Strong analytical skills. Education and/or Experience * Minimum Required: Bachelor's degree in business, finance, or related field or equivalent work related experience. * Minimum Required: Juris Doctor or Certified Public Accountant. * Minimum Required: 8+ years of estate and/or tax planning experience. Licenses and Credentials * Minimum Required: Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment. * Minimum Required: Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment Systems and Technology * BNA Estate & Gift Tax Planner * BNA Income Tax Planner * MoneyGuidePro * WebEx * Microsoft Office * Adobe Acrobat About Stifel Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Keywords: Stifel, St. Louis , Stifel: Senior Wealth Strategist -Estate Planning & Tax Planning, Accounting, Auditing , Saint Louis, Missouri

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