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.