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Citizens Private Wealth - Advanced Tax & Estate Planning Advisor

San Francisco, USA
Closing date
May 24, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We are currently recruiting for a Wealth Advisory Planner for our San Francisco Office. For more than three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services.

The role is primarily a pure subject matter expert (SME) with a broad skillset that would allow the incumbent to be a trusted advisor, educator, communicator, writer and thought leader in the Advanced Tax and Estate Planning (ATEP) / personal financial planning department. This is a high profile role, responsible for the preparation, finalization, and follow through of complex ATEP work product for clients (with support and the ability to delegate).

  • Prepare in-depth analyses of client's tax/estate/financial position and have a good knowledge of services provided across Citizens / Clarfeld. Public speaking, writing skills and ability to work well with partners across organization are a must.
  • Proven ability to help close business and actively look for cross-sell and business development opportunities strongly desired.
  • Delegate work to associate level ATEP planners, as well as coordinate project assignments across departments, as necessary.
  • Actively work with senior advisors to deliver planning to clients. Will assist in the education/training of planners.
  • Production and delivery of a broad range of highly technical estate, tax and financial advice to Ultra High Net Worth individuals/ families, including succession advice to business owners.
  • Engage in public speaking on technical topics. Write white papers and research. Be a thought leader within ATEP/PFP.
  • Advisor education, including Clarfeld University and new hire training
  • Liaise with PriComm partners on a consistent basis to nurture and strengthen the partnership (and help drive revenue opportunities).

  • 5+ Years Broad Knowledge and Understanding of High Net and Ultra High Net Worth Financial Instruments
  • 15+ Years In-Depth Knowledge and Experience of High Net and Ultra High Net Worth Strategies and Client Management
  • Effectively communicate with all levels and departments across the firm (with particular emphasis on PriComm partners).
  • Must have deep experience giving a broad range of highly technical advice to Ultra High Net Worth individuals, including succession advice to business owners.
  • Preferred background with deep tax, legal and planning experience.

  • Bachelors Degree is required
  • CFP is required
  • JD and legal experience, LLM a plus

Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: M-F

Pay Trasparency

The salary range for this position is {$170,000 - $200,000}, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit .

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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