2 Wealth Transfer Specialist II Jobs in Atlanta, GA

SORT BY

SET JOB ALERT

OFF

Details...

Wealth Transfer Specialist II

Savant Wealth Management

Atlanta, GA | Full Time

$59k-85k (estimate)

2 Months Ago

Wealth Support Specialist II

Truist Bank

Atlanta, GA | Full Time

$66k-99k (estimate)

5 Months Ago

Wealth Transfer Specialist II

$59k-85k (estimate)

Full Time 2 Months Ago

Save

Savant Wealth Management is Hiring a Wealth Transfer Specialist II Near Atlanta, GA

As a member of the Wealth Strategy Team, the Wealth Transfer Specialist II is an estate planning specialist who provides estate and financial planning services to clients, reviews fiduciary income tax returns, estate and gift tax filings, and charitable trust returns, along with being responsible for the daily production, processes, and directives related to core functions of Savant’s Ideal Futures Wealth Transfer ProcessSM.

The Wealth Transfer Specialist II has proven client facing experience and has demonstrated advanced estate planning knowledge. The Wealth Transfer Specialist II is dedicated to a select group of high-net-worth clients and is responsible for coordinating the implementation of Wealth Transfer Strategies with the lead advisor, co-advisor, other internal team members, and the client’s outside team of professionals to provide an integrated wealth management experience.

The Wealth Transfer Specialist II can expect to focus in the following areas:

Gather, organize and synthesize client data and review client estate planning documents, financial statements, tax returns and all other information necessary to develop Wealth Transfer Deliverables or other estate planning analysis
Prepare Wealth Transfer Advisory Service deliverables, which may include:
- Wealth Transfer Diagrams and Summaries
- Wealth Transfer Reports
- Wealth Transfer Audits
Review Wealth Transfer Advisory Service deliverables prepared by other team members
Draft estate planning considerations to be reviewed by Wealth Transfer Advisor or Director of Wealth Transfer
Prepare and review fiduciary income tax returns, gift tax returns, estate tax returns, and charitable trust returns
Independently manage deceased client cases
Review Wealth Transfer background deliverables prepared by other team members
Review Expert Rules prepared by other Wealth Transfer team members
Act as a resource for advisors and clients by fielding estate planning related questions
Act as a resource for advisors and client service representatives for account titling and beneficiary designation questions
Act as a resource to other members of the Wealth Transfer team for editing and team-brainstorming.
Conduct estate and gift tax research
Assist with internal Ideal Futures University presentations or other advisor education activities
Assist with the maintenance and compilation of tax research, reference libraries, and Wealth Transfer software
Assist with the development of Wealth Transfer workflows and other advisor support systems
Cultivate client and advisor relationships, while providing excellent client service
Assist with the creation of estate planning content for use in blogs and other Savant marketing materials
Maintain a team approach by assisting and filling in for others

The Wealth Transfer Specialist II position typically requires the following qualifications:

Education:
- Bachelor’s Degree in Prelaw, Business Administration, Finance, Accounting or related field from an accredited college or university
Experience:
- 5 - 10 years of experience in comprehensive financial planning or estate and trust administration services with demonstrated ability to read, interpret, and analyze trust and other estate planning documents
- 3 - 5 years of experience in primarily preparing fiduciary income tax returns, estate, and gift tax returns, and/or charitable trust returns is preferred
Designations/Certifications:
- Certified Trust and Financial Advisor (CTFA) preferred
Financial planning/wealth management acumen, judgment and experience
Proven client-facing experience
Independent project management skills
Proficiency with Word, Excel, PowerPoint, and Outlook, as well as financial planning and estate modeling software
Strong analytical and organizational capabilities
Detail-oriented with a high degree of accuracy
Excellent communication and listening skills
Client first attitude
Team player, collaborative, able to work with and through others

Why Join Us?

We are a growing firm, with opportunities for future growth and advancement.
We offer health, vision, dental, and 401K benefit options for you and your family.
We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
Our culture is steeped in Savant’s Midwestern roots and continues to flourish as we expand. Our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership are demonstrated each day through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom. If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer