Senior Wealth Planning Strategist for HNW Clients
Fwainvest
Fwainvest is looking for a Wealth Consultant IV to provide advanced wealth planning for high-net-worth clients with significant autonomy. The role requires a bachelor's degree in finance and 8-10 years of experience in wealth management. Responsibilities include consulting on complex planning needs and collaborating with Financial Advisors. The position operates in a hybrid work environment and requires strong communication and analytical skills. The role demands proficiency in financial planning tools like MoneyGuide and Wealth Studios. #J-18808-Ljbffr Fwainvest
Vacancy posted 4 days ago
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