applicants
Wealth Advisor - In House
at
LawCrossing
in Houston, TX
Wealth Advisor The candidate will act as a CFO for clients knowledgeable in advising individuals and families with net worth of $25-$200 MM. Act as a technical expert in managing complex individual and family client relationships for ultra high net worth clients who desire a sophisticated investment program, utilizing multiple money managers across various asset classes. Will also be responsible for the evaluation, design and oversight of clients total financial plan, including asset allocation, tax and estate planning, manager selection and reporting. Evaluate, design, implement and oversee clients total financial plan, include asset allocation, tax and estate planning, manager selection,cash flow and reporting. Participate in the final stages of the sales process. Identify opportunities for new business through existing relationships with centers of influence in the community. As a relationship manager, oversees the implementation of the clients plan coordinating the transition process including legal agreements and tax that need to be negotiated with outside advisors. Meet with clients to review investment performance and general market conditions. Review objectives and asset allocation models, ensuring current allocations are appropriate. Ensure clients current and future cash flow needs are met. Actively look for opportunities that lead to new solutions that meet client needs. Consults with clients and their attorneys on the benefits of estate planning products/services. Analyzes property/assets and develops alternatives (creation of GRATs, IDITs). Maintains current in-depth knowledge of a full range of trust-oriented services (personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning).
For more information of this job please visit us at http://www.lawcrossing.com/lcjsjobdetail.php?akey=6ef7507eacd1f845e3c011bae96c84f2&utm_source=Jobolist&utm_medium=Free-Job-Posting&utm_campaign=legal&utm_term=Wealth_Advisor_In_House-Houston-TX-7896553&utm_content=Houston-TX
For further information, please visit us online at http://www.lawcrossing.com/?utm_source=Jobolist&utm_medium=Free-Job-Posting&utm_campaign=legal&utm_term=Wealth_Advisor_In_House-Houston-TX-7896553&utm_content=Houston-TX
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