The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors (“FAs”) on issues affecting clients of varying wealth profiles. The Senior Wealth Strategist provides expert estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel’s Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation.
Consulting services range from conference calls and/or in-person meetings with Stifel FAs and their individual clients, to conducting client seminars and training sessions for Stifel FAs, other Stifel employees, and outside centers of influence, such as attorneys and tax advisors.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Drafting, reviewing, and presenting detailed analyses of individual clients’ estate plan and/or income tax situation by phone or in person.
Consulting by phone, via email, and in person with Stifel FAs and their individual clients.
Consulting with clients’ outside counsel and/or tax advisors to coordinate appropriate solutions for clients.
Marketing, Training, & Education
Generating and maintaining client-facing and advisor-facing educational materials.
Developing and presenting educational seminars for clients and internal training seminars for Stifel FAs.
Educating FAs and clients with respect to relevant topics.
Strong ability to analyze and simplify complicated estate and tax planning situations to provide high quality solutions for clients of varying wealth profiles.
Strong ability to explain estate and tax planning concepts in a manner that can be easily understood by clients.
Strong analytical skills.
Traveling as necessary (up to 50%).
EDUCATION AND/OR EXPERIENCE
Minimum Required: Bachelor’s degree in business, finance, or related field or equivalent work related experience.
Minimum Required: Juris Doctor or Certified Public Accountant.
Minimum Required: 8+ years of estate and/or tax planning experience.
LICENSES AND CREDENTIALS
Minimum Required: Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment.
Minimum Required: Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employmentSYSTEMS AND TECHNOLOGY
BNA Estate & Gift Tax Planner
BNA Income Tax Planner
About Stifel Financial
Stifel Nicolaus has succeeded in attracting and retaining a wealth of talented associates who prefer a culture which rewards team-oriented, creative thinking. As the firm of choice for the best professionals in our industry, Stifel nurtures a culture which values the diversity of its work force and encourages independent thinking in meeting clients' goals.
We are a full-service brokerage and investment banking firm, established in 1890, providing brokerage, trading, investment banking, investment advisory, and related financial services. We’ve grown to become one of the nation’s premier independent brokerage and investment banking firms with one of the largest domestic equity research franchises off Wall Street. For 2 consecutive years Stifel was named to Fortune’s annual 100 Fastest-Growing Companies list.
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