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Experience :5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
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The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm's high net worth clients. Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Bachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment.
$126,985.95 - $211,643.25 a yearFull-timeExpandUpdated 19 days ago - UpvoteDownvoteShare Job
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This partnership will support Mercer’s efforts to attract new ultra-high net worth clients and families. Self-starter who thrives in a fast paced, high-volume sales environment.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Director of Financial Planning works closely with FNBO's ultra-high net worth clients and the supporting client team. Experience with servicing high net worth individuals and institutions.
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This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Ability to communicate and connect with high-net-worth clients.
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High level of savvy and sophistication re: high net worth clients’ concerns / issues. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
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Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million.
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Securities licensing, CFP, CTFA, CPA designation. As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
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We collaborate with Fidelity's advisors and their ultra-high net worth clients to provide a comprehensive financial planning experience that is tailored to each client's unique financial goals and family dynamics.
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Strong client service DNA. Ability to interact with Ultra High Net Worth clients in a confident and professional manner. Experience working for an SEC Registered Investment Adviser and Certified Financial Planner Practitioner, CFP.
$65,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners.
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Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
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Five plus years of experience in financial services including, but not limited to, financial planning, goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies.
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To be successful in this role the individual must be able to communicate planning concepts in a simple, non-technical way and must be comfortable working with individuals and families ranging from affluent to high- and ultra-high net worth.
Full-timeExpandUpdated 18 days ago
high net worth cfp jobs
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