What are the responsibilities and job description for the Senior Wealth Strategist position at Bruin?
Leading Wealth and Financial Services organization seeking a Senior Wealth Strategist ( / Wealth Strategist) to join their team in St Louis, MO.
Key Responsibilities
- Act as a subject matter expert and resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles.
- Provide expert estate planning knowledge and consultation in addition to serving as the primary external sales and marketing support for the firm’s Wealth Planning Department, covering topics such as simple and complex estate planning, charitable planning, business continuation and succession planning, and personal trust planning.
- Cover a range of specific issues including strategies for asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, and qualified plans.
- In a consultative capacity, undertake conference calls and Zoom, WebEx or in-person meetings with FAs and their individual clients, conduct client seminars and training sessions for FAs, other employees, and outside centers of influence, such as attorneys and tax advisors.
Skills / Experience Required
Licenses & Credentials
Systems & Tech
