Private Wealth Officer

The position requires self-starters who take responsibility for their work. Our goal for each Private Wealth Officer is to have a balance between our clients financial growth and well-being and the Private Wealth Officer spending time with their family, exercise and personal growth.
 
We are not looking for 24/7 Wealth Officers, we are looking for passionate people, with integrity and character. We are not looking for a salesperson, we are looking for teachers who understand growing financial wealth, an overall understanding of estate planning and client tax elimination. 
YOU NEED TO:
  • Be an influencer, be comfortable with public speaking and carry a strong business acumen with an entrepreneurial spirit.
  • Coordinate the preparation of dinner and lunch meetings as well as materials, including agendas, planning analyses, estate planning and tax elimination presentations. Prepare summary emails following client meetings, clarifying understandings and outlining steps for implementation.
  • Understand and function within our investment strategies.
  • Manage most day-to-day aspects of client engagements.
  • Perform high level reviews of the risk management posture of clients financial positions.
  • Coordinate bringing proactive financial planning opportunities to clients that enhance their overall wealth management. 
  • Coordinate bringing proactive estate planning opportunities to clients that enhance their overall wealth management plan. 
  • Draft summary emails following client meetings, clarifying understandings and outlining steps for implementation.
  • Initiate and respond to emails and phone calls from clients and their other advisors in a thorough and timely manner (within 24 hours).
YOU MUST HAVE:
  • A Sophisticated understanding of estate planning techniques, executive compensation, income taxation, company-granted stock compensation, deferred compensation techniques, and retirement planning. A willingness to learn a fresh new process in assisting your clients with their estate while having a strong work ethic balanced with family and your personal life pursuits.
 
WHO WE ARE:
Family Wealth Legacy is a growing firm seeking Private Wealth Officer operating throughout the United States under specific Private Placement Memorandums (PPM). As well, our Private Wealth Officers work under a client screening process upon which they will receive a fee for each screening step. Our core values guide us to seek out a broad range of perspectives. We accomplish this by each team member concentrating on our clients best interest, talent and varied backgrounds to achieve our mission; one where all team members contribute to and share our success. 

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