**Essential Functions**  

+ Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives 
+ Create client-facing custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients
+ Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamic and other risks 
+ Quickly identify, pursue, and present solutions aligned with the best interests of the client
+ Participate in client meetings and work within a team environment to deliver integrated planning services
+ Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables
+ Develop integrated estate and financia...