Summary/Objective
Reporting to a Partner, the Advanced Planning Wealth Advisor is responsible for working with the tangible assets people leave behind upon death, helping to ensure these assets are dispersed according to the wishes of the deceased and that debts are paid.
Essential Functions
- Discuss the client's end-of-life needs and the assets and debts that will make up the estate to be managed.
- Advise and proactively plan with the client on how best to administer their wealth, as well as discussing other issues such as trust funds, planning for incapacity and advanced medical directives.
- When a client dies, review the documents associated with the client's last will and testament, insurance policies, unpaid bills and any trust funds.
- Carry out the client's final wishes within the scope of the law, distributing property, paying debts (including taxes) and beginning the process of administering any trust monies.
Responsibilities & Duties
- Develop training manuals for Tier 1 (Basic) and Tier 2 (Intermediate) estate levels, paying particular attention to revocable trusts, life insurance, beneficiaries, and asset titling.
- Tier 3 (Advanced) estate planning.
- Oversee E Money champion team.
- Discuss plans with clients for distributing clients’ assets.
- Review and make recommendations on wills, trusts and powers of attorney.
- Advise clients regarding retirement plans, charitable giving, and insurance options.
- Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action.
Education & Experience
- Bachelors degree in finance, accounting, or management.
- Financial Planning and Estate Planning Certification is required.
- 10 years of experience in estate planning.
- Experience in financial planning is vital, as well as strong communication skills and legal knowledge.
- Analytical thinker and good listener.
- In-depth understanding of tax law, life insurance processes, and probate.
- Knowledgeable about applicable inheritance, tax, and debt law in addition to understanding how various types of insurance and trust funds operate.
- Empathetic and capable of establishing trust with others is crucial.
Travel
No travel is expected for this position. There is the possibility of a small amount of overnight and out-of-state travel for conferences or clients.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $150,000 - Maximum: $180,000
Benefits
- Competitive Salary.
- Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance.
- Dental & Vision Insurance.
- Unlimited PTO.
- Firm-Paid Holidays, Including an Extended Winter Break.
- Safe Harbor 401k Plan.
- Generous Employer HSA Contributions.
- Employer Paid Professional Dues, Licenses/Renewals.
- Continuing Education Resources.
- Family Planning Assistance Program and Paid Parental Leave.
CWA has consistently been recognized from rating services and publications such as:
- INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024).
- Top Workplaces - Financial Services (2024).
- Top Workplaces - Culture Excellence (2024).
- Accounting Today - Top Firm by AUM (2024).
- USA Today - Top Workplaces (2024).
- Accounting Today - Top 100 Firms (2022, 2023).
- Forbes America's Best Tax & Accounting Firms (2022, 2023).
- INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022).
- Dallas Morning News - Top Workplace (2022, 2023).
- Accounting Today - Beyond Top 100: Firms to Watch (2020).
- Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020).
- INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020).
- INSIDE Public Accounting - Top 200 Firms (2010-2020).
- Dallas Business Journal - Top Accounting Firms (2018).
- Dallas Business Journal - Largest North Texas Accounting Firms (2011-2015).
- Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011-2015).
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