Senior Wealth Advisor - Trust & Estates

Senior Wealth Advisor page is loaded## Senior Wealth Advisor remote type:
Hybrid locations:
Jacksonville, FLtime type:
Full time posted on:
Posted Yesterday job requisition :
R223
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* Position Summary:

** As a Senior Wealth Advisor, you will support a growing client practice with a wide array of clients with complex trust relationships and advanced estate planning strategies. We provide our clients with world-class advice focused on the many facets of comprehensive wealth management. We believe trust & estate services are fundamental to the client experience and we welcome a detail oriented professional with 5-10 years’ experience in the administration and management of complex trust relationships.
** Primary Responsibilities**:
* Supporting and collaborating with the head of Trust & Estates in NYC and collaborating with client-facing Partners, their clients and prospects to outline specific, actionable estate plans. This would include:  + Supporting the head of Trust & Estates in NYC to manage an existing book of complex trusts and estates, while continuing to grow the business.  + Helping client-facing Partners to win business by providing estate planning services during the prospect stage.  

+ Reviewing existing estate planning documents of identified clients and prospects and summarizing same.  + Quarterbacking referrals of clients implementing estate plans to outside legal counsel for preparation of planning documents and working to execute the agreed upon plan.  + Review and quality control of estate planning documents prepared by outside legal counsel prior to client execution.  + Ongoing dialogue with clients on trust and estate planning issues to address issues as circumstances and laws change.  

+ Participation in quarterly client board meetings and taking Minutes
* Responding to internal questions about trust and estate planning and administration issues as they arise.  + Act as a resource and expert for one-off questions or scoping unique projects
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* Required Qualifications:

*** Bachelor’s degree or equivalent experience in business, finance, marketing, or a related field.
* 5 – 10 years of experience in managing complex trust and estate relationships. Paralegal experience required at a minimum.
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* Preferred Qualifications:

*** CTFA or JD preferred
** Skills and

Competencies:

*** Strong background in trust and estate administration and knowledge in tax is required. You must have knowledge (and practice) in the areas of complex trust administration and management, estate planning (all types of trusts, including revocable trusts, powers of attorney, medical directives, GRATs, CLATs, CRUTs, ILITs, dynasty trusts, gift arrangement etc.)
* Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills, and strong reading comprehension skills.
* Proficient in Excel, Word, and PowerPoint.
* Demonstrates ability to stay abreast of ever-changing estate and trust tax laws.
** Why Cerity Partners****:
** Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
* Health, dental, and vision insurance – day 1!
* 401(k) savings and investment plan options with 4% match
* Flexible PTO policy
* Parental Leave
* Financial assistance for advanced education and professional designations
* Opportunity to give back time to local communities
* Commuter benefits
* Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
** Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  Applicants must be…