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Senior Wealth Strategist / Planner
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- Senior Wealth Strategist/ Planner
- Primary focus is understanding and memorializing the entirety of the client’s/prospect’s current financial structure, including organizational structure of their net worth, their cash flow and income tax situation, their family tree and business entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and leveraging Life360 and other tools as identified.
- Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
- Responsible for providing Wealth Planning Analyst and Wealth Strategists timely, candid, and constructive feedback; develop Analysts and Strategists to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments
- CFP, JD, CPA, or LLM required.
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