Trust and Estates/Attorney/In House/Saint Louis, Missouri
Location: St. Louis, Missouri
Description: GCC Consulting is at present looking to employ Trust and Estates/Attorney/In House/Saint Louis, Missouri right now, this position will be assigned in Missouri. More complete informations about this position opportunity kindly see the descriptions. Associate Wealth Strategies Advisor Duties: Will work with a Wealth Strategist to gather data, analyze dat! a and develop recommendations. Manage a client engagement from start to finish without assistance from a Wealth Strategist. Gather financial data from a variety of sources (Customers, Private Client Advisors - PCAs, Private Client Managers - PCMs, Portfolio Managers - PMs, etc.). Review, analyze and flowchart estate planning instruments. Prepare and analyze balance sheets, financial projections and transfer tax illustrations. Create final version of client letter. Research issues related to estate and financial planning including: effectiveness of estate tax savings strategies, charitable planning, retirement planning and investment issues. Assist in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication. Mentor and/or supervise Wealth Strategy Analyst(s). Determine client s goals and objectives by asking the appropriate questions. Match planning strategies to the client s circumstances. Explain the Wealth S! trategies output to internal and external clients. Help client! s understand their planning options. Work with clients without any supervision.
Qualifications: 4-6 years of planning-related work experience plus J.D. CPA, CFA or CFP OR 6+ years of planning-related work experience plus enrollment in any of the aforementioned degree/certification programs. MST, MBA, LLM in Taxation, etc. (or progress thereto) a plus. Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling. Advanced understanding of one or more of the preceding subject matters. Advanced understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts. Intermediate understanding of charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs). Proficiency with Word, Excel and PowerPoint. Various WPS stochastic models. WealthMaster. Deadline: October 14, 2013.
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If you were eligible to this position,! please send us your resume, with salary requirements and a resume to GCC Consulting.
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This position starts available on: Sat, 05 Oct 2013 11:28:25 GMT
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