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Senior Wealth Strategy Architect

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: 1919 Investment Counsel, LLC
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
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

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Position Requirements
10+ Years work experience
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