Planning Strategist

Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM

• Serves as the primary point of contact for internal and external referrals for FW prospects
• Has a command of the Family Wealth value proposition and family office capabilities
• Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen
• Responsible for the implementation of the targeted Family Wealth onboarding plan
• Leads the internal team and works closely with the Family Office Director to implement the client strategy
• Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family
• Develops a deep knowledge of our Family Wealth client’s entire financial and family situation.

Serves as the primary point of contact for new referrals

• Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships
• Leads the onboarding process for new families in partnership with the Family Office Director

Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth.

• Minimum of 10 years of advisory experience with ultra-high net worth individuals, families and family offices required
• Graduate degree in business related field or equivalent experience
• Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families
• Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals
• Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations

Demonstrated new business accomplishments in ultra-high net worth market

• Experience as subject-matter-expert to in-house and industry groups

EQUIPMENT USED/PHYSICAL REQUIREMENTS

• Microsoft Office products and other computer applications and software (Word and Excel)
• Standard office equipment

TRAINING REQUIRED

• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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