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Financial Planning Team Leader
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- The Financial Planning Team Leader for Affinity BST Advisors oversees all aspects of financial planning, estate planning, insurance planning and investment services for ABAs diverse client base.
- As a Team Leader, you will function as a Player Coach, acting as a Financial Planner while managing a team of Financial Planners to higher levels of achievement.
- Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective
- Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts.
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