Vice President, Tax and Estate Planning

Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence. This is an existing vacancy. Duties and Responsibilities Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate Collaborate on the development and implementation of wealth planning service standards such as the effective and efficient delivery of wealth planning ...