Senior Wealth Strategist, Director (Irvine, CA)

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Job description

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients' best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We're part of 180,000 colleagues around the globe striving to be the world's most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

The Wealth Strategist I is responsible for preparing comprehensive and modular wealth Major Responsibilities: Works with Senior Wealth Strategist I to: a) Organize and assess quantitative information and documents b) Identify and evaluate financial scenarios and alternatives c) Develop and present written recommendations d) Assist in the implementation and monitoring of strategies in conjunction with internal wealth specialists and external professionals. Prepares sophisticated financial modeling and develops innovative strategies in the areas of tax planning, equity risk management, investment planning, insurance planning, debt management, estate and charitable planning, business succession planning, and retirement planning. Tasks include the following: Participate in business development and client servicing calls with Senior Wealth Strategist II and internal relationship managers. Develop letters of engagements that define the scope, timeline, and deliverables of custom wealth plans. Liaison with HighMark Capital Management portfolio managers in developing and presenting detailed investment planning analysis. 5 -10 years of sophisticated wealth planning experience required. Typically requires a Bachelors Degree in Finance or related field and CFP designation required. Graduate degree and/or law degree or other designations such as CFA, ChFC, or CLU preferred. Work experience with WealthTec, Naviplan or comparable planning programs required. Ability to perform under tight deadlines and deliver results. Project management experience required. Must be detailed oriented with creative problem solving abilities, good interpersonal skills, and be a team player. High level of proficiency with MS Excel, Powerpoint, and Word.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.