Exclusive Benefits for Council Members


INSURANCE - JOB POSTING

MOSS ADAMS WEALTH ADVISORS,LLC 

SEEKING INSURANCE CASE MANAGER

Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning to build, manage, and preserve net worth. Moss Adams Wealth Advisors is an affiliate of Moss Adams LLP, the leading Western based accounting, tax, and business advisory firm dedicated to serving high net worth individuals and middle market enterprises in both the public and private arenas.
 
Moss Adams Wealth Advisors is currently seeking an Insurance Case Manager. The Case Manager's primary role will be facilitating the placement of insurance, including, but not limited to life insurance, variable and fixed annuity, long term care, disability and life settlement. The Case Manager will work closely with advisors in strategizing, and structuring insurance proposals to be presented to clients for personal, business and estate planning goals. 

 
Responsibilities:
  • Supervises routine and complex engagements
  • Facilitates the application and underwriting process for all types of insurance products, including life, disability, LTC, life settlement, fixed and variable annuities
  • Acts as a liason between the financial advisor, CPA, client and the BGA (broker general agency)
  • Provides technical support in the underwriting process and insurance products
  • Reviews applications and provides support to the financial advisors, CPAs in identifying potential policy structure, application and/or underwriting issues
  • Provides constant communication regarding the status and requirements of all engagements to all interested parties

 

Qualifications:
  • Bachelor’s degree
  • Insurance licensed
  • Minimum of 5 years of experience as a insurance case manager
  • Understands the underwriting process for all types of insurance products, including life, disability, LTC, life settlement, fixed and variable annuities
  • Strong understanding of insurance policy structure  
  • Excellent written and verbal communication skills
  • Strong attention to detail and accuracy
  • Excellent organizational skill, able to multi-task, and prioritize effectively
  • Able to work independently
  • Proficient with Word, Excel, Power Point
  • Familiar with internet financial applications and able to learn new technologies<
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IRS Valuation Summit

 

On August 25, 2011

The Southern California Chapter of the Appraisal Institute presents:

IRS Valuation Summit – 2011
Hyatt Century Plaza Hotel

Jonathan Lurie, Esq., of McDermott Will & Emery
Burton Mitchell Esq., of Jeffer Mangels Butler & Mitchell
Robert Strauss, Esq., of Weinstock Manion Reisman Shore & Neumann
David Schwartz, Esq., & Samuel Shapiro, Esq. of  Schwartz and Shapiro LLP
and Panelists in attendance:
Six Agents of the IRS ;
Attorneys of the Beverly Hills and South Bay Estate Planning Councils;
CPA Tax Accounting Experts; and MAI and CFA Valuation Experts

The price for the IRS Summit goes up today, August 11, 2011. 

 Please sign up today to get the $250 admission cost.   8 Hours MCLE and CPE.

We have two sponsors from the LAEPC (Pegine from Whitter Trust and David Rosenthal of Curtis Rosenthal). 

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JOB POSTING

Title: Business Development Associate

Location: Los Angeles, CA 

Compensation: Salary+incentives=6 figures
 
Our client, a prestigious investment management firm, seeks a graduate of an exceptional university to serve as Business Development Associate for their office in Los Angeles, CA.
 
This prestigious and highly sought-after role is responsible for introducing our client’s wealth management process to the market, prospective clients and their advisors.  This individual should have some sales experience and be programmed for a high level of success, which is necessary for this role. They should have knowledge of the industry and products offered by our client. The final candidate will be provided with the training and tools necessary for success. He or she will have the opportunity to work alongside seasoned business development leaders within the office, learning about our client’s exceptional products and services and the art of closing the sale, all while independently building their own network of potential clients.
 
The successful candidate should possess an advanced degree (such as an MBA, JD, or LLM), five to ten years’ experience, with a minimum of two years in a sales capacity, preferably in the areas of investment management, estate planning, financial planning, or trust services, excellent presentation and communication skills, and a demeanor truly representative of a firm of this caliber. Additional certifications, such as a CFP, CFA, CTFA, or current CPA can be helpful. The compensation package includes a base salary and incentives equaling six figures. 
 

If you or someone you know meets the above criteria and are interested in learning more about an opportunity to be a part of this prominent and esteemed firm, please contact Cindy Hernandez at chernandez@stevendouglas.com

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JOB POSTING - TRUST OFFICER/WEALTH ADVISOR

 

Vice President Trust Officer/Wealth Advisor
Nevada
 
Opportunity
The candidate will be a key member of the leadership team responsible for growing the practice and expanding the awareness of the firm’s high touch service delivery model in the western region and nationally.  The successful candidate will be a seasoned relationship executive or trust officer.  The firm’s culture is one that is performance/accountability driven, client focused, family oriented and supports the long term career satisfaction of its employees.  All of this is reflected in the firm’s unusually low employee turnover rate.   
 
Role
This is a trust officer position for high net worth clients.  It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning.  The officer has an assistant and together has total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer. 
 
The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements.
 
The position also requires calling on network contacts and prospects regarding the development of new business for the firm.  Individual will coordinate closely with other company departments (tax, insurance, operations, real estate, investment and foundations) regarding client matters. 
 
Requirements
  • Bachelor’s degree froman accredited university coupled with a related certificate is desired (i.e., CTFA).
  • Advanced degree preferred (i.e., MBA orJD) and CFA, CFP, CPA also beneficial.
  • Minimum ten years’ experience in a similar role.
  • Established network of legal, accounting and insurance professionals.
  • Background in wealth management client administration, portfolio management, or foundation services.
 
For more information on this posting, please contact Sree Arimilli

LinkedIn:  http://www.linkedin.com/profile/view?id=150045&authType=name&authToken=02RX&locale=en_US&pvs=pp&trk=ppro_viewmore

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Job Posting - Wealth Management Advisor

 

FIRST AMERICAN TRUST, FSB - JOB DESCRIPTION
 
Job Title:                                         Vice President / Wealth Management Advisor
 
Department/Division:                     Investment Management & Trust Services 
 
Purpose: The job of the Wealth Management Advisor (WMA) exists to increase sales of new trustee, co-trustee, successor trustee, investment management / agency for trustees/individuals, and IRA accounts for First American Trust (FAT). The WMA will develop prospective business, facilitate new business closure and account set-up through the completion of client Investor Profile and Asset Allocation Form, document delivery, client presentations, liaison with FAT as well as outside advisors or professionals as required. The position may also assist FAT in retaining, upgrading and/or attaining additions to existing trust and investment management accounts including IRAs, and may include cross-selling of related, non-competing products and services for affiliated companies.
 
Scope: The Wealth Management Advisor will have responsibility for sales and marketing efforts
where First American Trust may serve in a trustee or investment manager capacity. Primary activities will include:
 
  • Development of external leads through solicitation of attorneys, accountants and other professional service providers and advisors 
  • Development of business opportunities through other FAT distribution channels that may exist currently or in the future 
  • Provide periodic estate planning, trust and investment management seminars for prospects and /or professionals as appropriate to generate prospective business and referrals 
  • Develop internal referral sources for FAT’s trust and investment management leads through cultivation of First American Corporation contacts.  
  • This may include providing product knowledge and training sessions for Title sales and Escrow staff as appropriate to develop trust and investment management product awareness and technical competency within this referral source. 
Responsibility: The Wealth Management Advisor will have reporting responsibility to the National Sales Manager for First American Trust.
 
Requirements:
  • The candidate must have at least five years of trust and / or investment management sales experience and a strong background working specifically with HNW individuals and their advisors.
  • Bachelor’s Degree required and MBA, CFP or CFA preferred.
  • Excellent interpersonal and presentation skills required.
     
    For more information on this job posting, please contact Gina Lee, gilee@firstam.com
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