AVP/VP UHNW Planning
- Provide in-depth wealth planning for HNW clients ranging from $15-100M
- In depth fact finding identifying the clients goals and values at the centre of the planning process
- Develop and execute plans and manage deliverables
- Identifying tax minimization and estate planning strategies
- Utilizing industry knowledge and expertise to participate in business development, meeting with existing and potential clients
- Providing client specific customized plans and recommendations as a priority to providing holistic advise.
- Stay current and engage in the company and community writing and presenting relevant wealth and tax planning topics
- Work with clients centers of influence and advisors
- A leader and decision maker working through complex client scenarios on an integrated team of professionals
- Potential for the right person to be involved in people management and / or strategy aspects as well.
- Based out of office part-time with a max of 30% travel
AVP/VP UHNW Planning
Provide in-depth wealth planning for HNW clients ranging from $15-100M. In depth fact finding identifying the clients goals and values at the centre of the planning process. Identifying tax minimization and estate planning strategies. Stay current and engage in the company and community writing and ...
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