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immediately.

Melinda Burrows
Deputy General Counsel
- Litigation and
Compliance, Progress
Energy Service Company
LLC

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Trust and Estates/Attorney/In House/Cincinnati, Ohio

Refer job# SRWI57289

MFO Wealth Strategist II Duties: Will be primarily responsible for leading the creation and delivery of a multi-generational wealth plan for Mirador clients. In that role also provide oversight to work prepared by the MFO Wealth Strategist I. These plans and strategies developed for Mirador families involve complex financial issues, typically including multi-generational trusts, closely held business entities and private foundations. Works closely with the Mirador Family Wealth Advisor who serves as the primary contact for the client families and focuses on ensuring that all services (including comprehensive wealth planning) are provided in an integrated and consistent manner that meeting the family's short and long term needs. Collaborates with the Mirador team to develop and present proactive, high impact, multi-generational planning opportunities and recommendations to Mirador clients and advisors and to demonstrate the economic and non-economic benefits of particular planning opportunities. Responsible for overseeing and delivering customized multi-generational wealth plans known as the Mirador Family Blueprint, which include proactive, high impact, multi generational planning solutions based upon each family's facts and circumstances. Reviews all client documentation provided for the planning process and oversees the development of the model and team members who enter data into the model. Reviews all of the client's legal documents and prepares and approves the summary flowcharts of client's current estate plans. Identifies issues and planning opportunities for review and discussion with the Mirador team, client and the client's advisors. Conducts research related to the use of various complex tax and estate planning strategies under consideration by the Mirador team and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. Communicates the Mirador Family Blueprint in concert with the Mirador Family Wealth Advisor to clients and advisors in a clear and understandable manner and responds to questions. Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes. Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relationships, network and continually deepen knowledge of trends, practices, products and competitors. Coaches and counsels internal business partners on wealth planning strategies via formal training or on an ad hoc basis. Participates actively in community affairs and professional associations. Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. Develops and expands relationships with centers of influence, such as attorneys and CPAs. Qualification Requirements: A Bachelor' Seeking degree with one or more of the following certifications or advanced degrees required: CPA, MST, J.D. or LL.M. 12 years of ultra high net worth experience in estate planning and transfer tax matters. Must have technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. Must be able to articulate complex concepts in an understandable way and to converse with clients, advisors, and the Mirador team convincingly. Advanced listening, written, and oral communication skills required. Effective time management is critical. Resourcefulness in finding creative solutions to issues. Systems knowledge: All MS suite of software including Excel, QuickBooks, Quicken, Trustease, Number Cruncher.

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