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VP, Wealth Planner
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- Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies?
- The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
- The Expertise We’re Looking For Bachelor’s Degree highly preferred CFP highly preferred Series 7, 63, 65, 66 and insurance licenses required prior to hire Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
- Required: 3-5 years of financial planning experience, 5+ years preferred Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)
- Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
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