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Senior Wealth Strategy Architect
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-08-30
Listing for:
1919 Investment Counsel, LLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
1919 Investment Counsel, a Stifel Financial subsidiary, seeks a Senior Financial Strategist to develop and implement tailored financial plans for high-net-worth families. You will analyze markets, model scenarios, advise on tax, estate planning, and investment opportunities, and collaborate with a team of financial professionals to meet clients' goals.
The role requires extensive experience in financial planning, estate planning, and tax matters, with strong analytical and communication skills
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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