Wealth Strategist

Wealth Strategist

BCforward is currently seeking a highly motivated Wealth Strategist

for an opportunity in Eagan,MN Co-Location!

Position Title: Wealth Strategist

Location: Eagan, MN

Anticipated Start Date: 12/2/2024

Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: Full Time

Job Type: Full Time (>%3D40 HRS WEEKLY) - Full Time - Onsite

Pay Range: $92k-$130k

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Key responsibilities:
On a day-to-day basis, Wealth Strategists, together with a team of investing, fiduciary and relationship experts, offer specialized advice and guidance to our clients on matters related to complex wealth planning, including:

• Comprehensive financial planning, including estate, tax, retirement, and business succession planning
• Advanced asset allocation and risk management strategies
• Tax-efficient wealth transfer and gifting strategies
• Charitable giving and philanthropic planning
• Business transition planning for entrepreneurs and family-owned businesses
• Multi-generational wealth planning, ensuring continuity and legacy preservation
• Integration of financial, legal, and tax considerations for complex client portfolios

The Ideal Candidate
The ideal Wealth Strategist is detail-oriented, highly organized, and skilled at providing specialized wealth planning for affluent and high-net-worth clients to help meet their unique needs and objectives.
The ideal Wealth Strategists possesses deep expertise in financial planning, with the ability to navigate intricate client situations and develop sophisticated solutions. They should have strong analytical skills, a strategic wealth mindset, and a client-centric approach to their work, encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with clients' complex goals. The best candidates are highly collaborative, working well with both internal teams and external advisors to deliver well-rounded, customized financial plans. They must be adept at building and maintaining relationships, as well as managing the financial complexities faced by affluent clients.

The most successful Wealth Strategists are experts in navigating the complexities of planning-for and living-with significant wealth, and can seamlessly accomplish the following objectives:

• Provides customized advice and specialized, often complex, planning expertise to affluent and high-net-worth (HNW) clients.
• Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to influential private and institutional clients.
• Supporting the growth and retention of affluent and HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance client relationship to consolidate client assets.
• Facilitates/participates in a goals-based discovery process directly with clients and ensures goals relative to data capture and wealth plan creation are met.
• Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
• Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.
• Operates at a group-wide level and serves as a specialist resource to Wealth & Asset Management professionals, senior leaders and stakeholders.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field. Advanced degree (MBA, PhD, JD, etc.) is preferred.
• Relevant certifications (e.g., CFP, ChFC, CPA, CFA, CTFA, or similar) are highly desirable.
• Comfortable interacting with individuals of significant wealth
• Trustworthiness and personal integrity that is beyond reproach
• Minimum of 7-10 years of experience in wealth management, financial planning, or a related field, with a focus on multigenerational wealth planning.
• Proven track record in developing and managing complex wealth transfer strategies.
• In-depth knowledge of estate planning, tax laws, trust structures, and investment strategies.
• Strong interpersonal and communication skills, with the ability to work effectively with high-net-worth clients and their families.
• Excellent problem-solving abilities and attention to detail.
• Ability to work collaboratively in a team environment, including with external advisors and professionals.
• Travel: Occasional travel may be required for client meetings and conferences.
• Licensing: Must maintain appropriate financial planning and advisory licenses.

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

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About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 231421 when responding to this ad.

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