What are the responsibilities and job description for the Counselor position at The Quest Organization?
A Family Office Counselor is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits and retirement planning. The individual will be responsible for partnering with Rockefeller Private Advisors to provide holistic financial planning and comprehensive advisory solutions that will optimize inter-generational transfer of wealth by customizing unique solutions. This role is a key member of the collaborative, team-centric approach of client servicing across Family Office Counseling.
Responsibilities
- Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to determine and understand clients’ financial objectives, design custom plans, and strategize and execute the financial plans. Cadence of client meetings to review the plans are on a quarterly basis.
- Identify planning needs beyond a clients’ financial objectives to identify additional service offering for clients and implement bespoke strategies tailored to ensure continued wealth for generations to come.
- Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management / insurance summaries, estate planning and tax planning.
- Offer and review insurance strategies, employee benefits and retirement planning, and charitable planning.
- Coordination and oversight with other Family Office Solutions such as bill pay and CFO analytics.
- Be an integral part the Family Office Counselor Services’ growth
Qualifications
Skills
