Trust and Estates/Attorney/In House/Birmingham, Alabama
Location: Birmingham, Alabama
Description: GCC Consulting is presently looking of Trust and Estates/Attorney/In House/Birmingham, Alabama right now, this position will be settled in Alabama. For complete informations about this position opportunity please give attention to these descriptions. Private Wealth Financial Planner The candidate will create financial and estate plans by utilizing their knowled! ge of tax and investment strategies, securities, insurance, pension plans and real estate. Further expertise needed to assess the client assets, liabilities, cash flow, insurance coverage, tax status and financial objectives to target investment strategies. Will be centrally located to create financial planning for the largest and most complex Private Wealth clients across the footprint. In most instances, these financial plans will be delivered by the Wealth Strategist in the field. In some cases, the Wealth Planner may present plans to locale Private Wealth clients. Analyze data using Naviplan and other planning software, then prepare and deliver presentations to Advisors based on observations and recommendations developed during the planning process. This will be done in collaboration with the local Private Wealth Management Teams and Specialists in the field. Proactively participate in pre-call and post call meetings, strategy sessions, or client meetings.
The ! candidate should ideally have J.D. degree, CPA, or CFP designa! tion. Must have 10+ years of proven financial or wealth planning experience. Should have previous experience using Naviplan, Sunguard, or similar comprehensive financial planning software. Excellent written and oral communication skills are required. Must be proficient of Microsoft Office Word, Excel, and PowerPoint. Investments, insurance and annuity products knowledge is required. Securities and Life/Health Insurance License preferred. Past experience working in a Trust Department or other fiduciary environment is a plus. Must have extensive knowledge regarding retirement planning, cash flow and investment analysis, risk management and insurance planning, estate and tax planning, and business succession planning. Excellent critical thinking and analytical skills are required.
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If you were eligible to this position, please deliver us your resume, with salary requirements and a resume to GCC Consulting.
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This position starts available on: Sat, 16 Nov 2013 14:11:43 GMT
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