Delos Senior Wealth Strategist

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* Consult with clients and their advisors to design tax-efficient estate and wealth transfer strategies, using in-depth knowledge of estate, gift, income, and inheritance taxes.
* Maintain expert knowledge of personal trusts, living trusts, wills, investment management, financial consulting, and fiduciary services.
* Stay current with federal, state, and local regulations impacting financial planning, banking, and fiduciary practices.
* Proven track record of developing and maintaining HNW/UHNW client relationships.
* Deep knowledge of investment management, estate planning, trust services, and tax strategies.
* Excellent communication, presentation, and consultative sales skills.
* Ability to build trust and credibility with clients, partners, and COIs.
* FINRA Series 65 license (or ability to obtain within a defined timeframe).
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