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General Counsel
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Melinda Burrows
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- Litigation and
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Energy Service Company
LLC

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Trust and Estates/Attorney/In House/San Diego, California

Refer job# KQBV6976

Wealth Strategist II Duties: Will be responsible for preparing comprehensive and modular wealth plans for affluent business owners, corporate executives, families and individuals in the 10 to 25MM segment. Works with Senior Wealth Strategist II to organize and assess quantitative information and documents; identify and evaluate Financial scenarios and alternatives; develop and present written recommendations; assist in the implementation and monitoring of strategies in conjunction with internal wealth specialists and external professionals; prepares sophisticated Financial modeling and develops innovative strategies in the areas of tax Planning, equity Risk Management, investment Planning, Insurance Planning, debt Management, estate and charitable Planning, business succession Planning, and retirement Planning. Tasks include the following: participate in Business Development and client servicing calls with Senior Wealth Strategist II and internal relationship managers. Develop letters of engagements that define the scope, timeline, and deliverables of custom wealth plans. Liaison with HighMark Capital Management portfolio managers in developing and presenting detailed investment Planning analysis. Qualifications: 8-10 years of sophisticated wealth Planning experience. Typically requires a Bachelor's degree in Finance or related field and CFP designation required. Graduate degree and/or law degree or other designations such as CFA, ChFC, or CLU preferred. Work experience with WealthTec, Naviplan or comparable Planning programs. Ability to perform under tight deadlines and deliver results. Project Management experience. Must be detailed oriented with creative problem solving abilities, good interpersonal skills, and be a team player. High level of proficiency with MS Excel, PowerPoint, and Word.

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