Senior Wealth Strategist

Job Summary

A company is looking for a Wealth Strategist III.

Key Responsibilities

• Develops and implements complex tax, estate, and financial plans for clients while collaborating with other planning resources
• Conducts research and develops financial analyses, providing recommendations to clients and team members
• Builds and maintains client relationships to retain and grow assets under management

Required Qualifications

• University/college degree with 5+ years of relevant industry experience
• Juris Doctor (JD) degree
• Specific certifications may be required; equivalent education and experience may be considered
• Experience in capital management, client relationship building, and financial operations
• Strong business acumen and decision-making skills