Client Relationship Management:

Build and maintain long-term client relationships through proactive communication.

Address client inquiries, schedule and participate in meetings, and attend events to foster trust and engagement.

Estate Planning and Wealth Transfer:

Lead multi-generational estate planning efforts, emphasizing tax-efficient strategies.

Develop and implement advanced planning structures, including ILITs, FLPs, and CRTs, in collaboration with estate attorneys.

Create and explain graphics that relate to multi-generational wealth aspects including but not limited to the use of trusts, partnership, private foundations/Donor Advised Funds

Insurance Services and Analysis:

Monitor all aspects of insurance servicing, including underwriting negotiations, premium verification, claims processing, and policy analysis.

Utilize tools like Morningstar to provide comprehensive insurance solutions tailored to client needs.

Investment Analysis and Financial Planning Modeling:

Research on mutual funds, ETFs, and asset allocation.

Create financial models and forecasts, analyze budgets, and support corporate and client financial decisions.

Planning and Financial Analysis:

Gather and organize data to develop detailed financial and estate plans.

Use eMoney, Excel, and other tools to model stock options, benefit plans, and other scenarios for client presentations.

Data Analysis and Reporting:

Analyze firm and portfolio performance, supporting strategic decision-making.

Develop visual reports and dashboards using Tableau, Python, and SQL for internal and client presentations.

Team Collaboration and Development:

Mentor new team members, formalize processes, and aid in onboarding.

Actively pursue professional development, including progress toward the CFP designation.

MINIMUM EDUCATION:

Bachelor of Arts Degree in Economics

MINIMUM EXPERIENCE:

24 months of experience in an occupation related to investment and market analysis, financial modeling, forecasting, and data analytics.

TRAVEL REQUIREMENT: 20% domestic travel required.

Stavis Wealth Transfer Solutions, LLC

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Director of Advisory Services