Wealth Strategist
$125k - $200kLanding Point
Company Overview:
A leading financial services firm specializing in wealth management is seeking a Wealth Strategist to join their Sales & Marketing team. The role focuses on developing wealth planning strategies for high-net-worth and ultra-high-net-worth clients.
Job Responsibilities:
- Develop, consult on, and implement recommendations alongside attorneys & accountants for clients' complex planning needs
- Collaborate with the Private Client team on client engagement and new business opportunities
- Conduct in-depth analysis on existing estate planning strategies and provide personalized recommendations
- Partner with third-party advisors and vendor partners to develop solutions for new client offerings
- Assist in creating marketing content, including website articles, client materials, presentations, and webinars
- Stay current with regulatory changes and provide updates as a subject matter expert to the Private Client team
- Attend client meetings to provide expert advice and support
- Represent the firm to external audiences regarding planning capabilities
- Provide proactive, superior client engagement for clients and prospects
Qualifications:
- 5+ years of experience in financial planning, trust, tax & estate planning
- Bachelor's Degree required
- CFP®, AEP®, J.D., LL.M, MST, CTFA strongly preferred
- Experience in understanding estate structures and related legal documents
- Experience with RightCapital preferred
Compensation:
Salary: $125,000 - $200,000, Plus Bonus
#J-18808-LjbffrVacancy posted 4 days ago
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