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General Counsel
Consulting
provided
exceptional
service in helping
my organization
recruit for a hard
to fill position.
They did extensive
work on the front
end to understand
our needs and
our culture and
began referring
highly qualified
candidates almost
immediately.

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

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Corporate,Trust and Estates/Attorney/In House/Austin, Texas

Refer job# FEOC91858

Wealth Management Senior Fiduciary Advice Specialist Candidate will be primary contact for coordination for Investment and Fiduciary Services. Serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and client acquisition skills. Acquires new high net worth client (HNW) and ultra high net worth relationships through consistent profiling on the 12 WM Issues and needs assessment. Duties includes: Adhering to the Tactical Sales Process, Client Discovery Review (CDR), profiling, estate plan and wealth transfer document review and cash flow analysis, selecting appropriate strategies and taxation. May serve as Relationship Manager or partner with a Wealth Advisor (or other Relationship Manager) in serving HNW relationships. Takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and/or brokerage opportunities. Actively participates in the delivery of quality client events. Engages in WM conversations, applies tax and transition strategies, introducing Wealth Planning Strategists/ Planners for complex or comprehensive planning engagements and SWS Specialists for appropriate solutions, enabling clients to leverage and protect the value of the estates. Applies in depth knowledge of each of the 12 WM Issues, and needs assessment to evolve the advice cycle. Focuses on clients w/ a minimum net worth of $5MM or as determined by mgmt. Introduces Wealth Planning Strategists for wealth plans above $5MM. May act as team lead and/or manager. Collaborates with Center Administration team on compliance/risk issues. Developing new and expanding current WM relationships is a key function of the role. Candidate with local market knowledge and CTFA, JD or CFP is preferred. 10+ years of financial and/or estate planning experience in Wealth Management arena is needed. Extensive knowledge of financial and estate planning, fiduciary/trust, wealth transfer, leverage strategies, multiple asset class usage, asset allocation strategies, taxation, and broad knowledge of fiduciary law and federal regulations is essential. Demonstrated experience in wealth management with clients with net worth at least $5mm is needed. Deadline: 05/15/2015.

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