Wealth Transfer Specialist

Join Our Wealth Strategy Team as a Wealth Transfer Specialist in Atlanta, GA!

As a key member of the Wealth Strategy Team, the Wealth Transfer Specialist delivers expert estate and financial planning services to high-net-worth clients. This role involves reviewing fiduciary income tax returns, estate and gift tax filings, and charitable trust returns, while ensuring seamless execution of Savants Ideal Futures Wealth Transfer Process. With advanced estate planning knowledge and proven client-facing expertise, you'll collaborate with lead advisors, internal teams, and external professionals to create an integrated wealth management experience.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Wealth Transfer Specialist 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 CSRs 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

• Perform other duties as requested

• Maintain a team approach by assisting and filling in for others

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

• Education:

  • Bachelors 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, fee-only, independent, majority employee-owned RIA.

• We believe in collaboration, innovation, excellence, doing whats right, and helping our team to provide world class service.

• We help our clients reach their ideal futures.

• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the Savant Way. We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

The Perks:

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $90,000-115,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.

• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.

• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.

• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.

• Vision Insurance: Keep your eyes healthy with our vision insurance plan.

• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.

• Company-Paid Disability Coverage: Rest easy knowing youre covered with both short-term and long-term disability plans.

• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.

• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.

• Personal Leave: Dont stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.

• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.

• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 weeks for employees who experience a loss of a spouse or child.

• Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.

• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.

• Dress Code: Enjoy a Dress for Your Day approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.

• Employee Recognition: Be celebrated with monetary awards through our recognition program.

• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.

• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.

• Exclusive Discounts: Take advantage of various discount programs for additional savings.

• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.

• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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.