CFP Wealth Strategist

A company is looking for a Wealth Strategist I to support advisors in creating and maintaining comprehensive financial plans for clients. Key Responsibilities Collaborate with advisors to review, update, and implement financial plans for clients Assess clients' planning situations and provide guidance to advisors on next steps Support advisors with meeting preparation related to financial plans Required Qualifications, Training, and Education CFP or advanced degree (e.g., CPA, CFA, JD, MT, LLM, MBA) required 10+ years of direct planning experience Competency with eMoney, BNA, or other planning software preferred Proficiency in Microsoft Office applications required