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Senior Wealth Strategist
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Full-time
- The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm.
- In this role, the Senior Wealth Strategist is responsible for implementing and communicating coordinated wealth plans encompassing multiple disciplines including but not limited to estate, financial, and business succession planning.
- The Senior Wealth Strategist collaborates with members of the firm and the client’s advisor team to provide support in the acquisition of new clients, while supporting retention and expansion of existing client relationships.
- The Senior Wealth Strategist is recognized as a thought leader both internally and externally through demonstrated knowledge, written materials and presentations to both clients and professionals.
- Success FactorsResponsibilitiesDeveloping, consulting on, and implementing the tax, estate, and legacy plans for clients, including those of the greatest complexityEvaluating a client's assets and existing planning vehicles and developing ideas and alternatives (i.e. creation of trusts, asset protection strategies, etc.)
Expired 28 days agoInactive Job
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