Wealth Strategist

Are you a seasoned financial professional looking to join a dynamic and supportive team with an excellent reputation? This is your opportunity to step into a well-established network of high-net-worth clients, where you’ll enjoy a collaborative environment that prioritizes relationships over high-pressure sales. With a robust referral network, exceptional resources, and a culture that encourages client entertainment and personalized service, this position offers a rewarding career path.

What’s in it for you?

Access to a strong referral network and existing books of business.
A supportive team environment with world-class resources.
Freedom from high-pressure sales tactics—focus on relationship building.
Encouragement to engage in entertaining clients and building long-term partnerships.
Comprehensive and competitive benefits package.

This role will be responsible for:

Delivering customized wealth strategies for high-net-worth clients.
Developing comprehensive financial plans addressing investments, insurance, tax, estate, and philanthropic planning.
Managing client portfolios, including risk assessment, asset allocation, and cash flow management.
Coordinating with partners to address complex insurance and financial needs.
Participating in business development activities to expand client relationships.

Expectations will include:

Providing high-impact financial advice tailored to each client’s unique goals and circumstances.
Collaborating with advisory teams to deliver seamless client service.
Staying informed of market trends and regulatory requirements to ensure compliance and client success.
Representing the company in community engagements and networking activities.
Maintaining confidentiality and integrity in all professional interactions.

A qualified candidate will possess the following:

A college degree and at least 5 years of experience in financial planning or investment management with direct high-net-worth client engagement.
Expertise in complex investments, insurance, tax, trust, and estate planning.
Exceptional communication skills, both written and verbal.
Preferred certifications such as CFP®, CPWA, CTFA, CPA, or CFA.
A client-focused mindset and a collaborative spirit to thrive in a team-oriented environment.

Step into a role where your expertise is valued, your work is supported, and your career has room to grow!

*Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Wealth Strategist job.