Wealth Strategist
Listed on 2025-12-19
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Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Senior Recruiter @ Gateway Group Personnel | 19+ years experience
Senior Wealth Strategist to provide financial planning and investment advisory services to current and future clients of the firm. This professional will need to have extensive knowledge and experience in providing advisory services to high‑net‑worth individuals and businesses, including the ability to analyze individual, business and organizational assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives and goals. As a Senior Wealth Strategist, you must also be able to create comprehensive financial plans, implement investment strategies, and confidently communicate these recommendations to clients.
The candidate must be able to form close, trusting relationships with a diverse group of clients, including divorcees, widows/widowers and novice investors.
- CFP® with 3+ years of client facing experience
- Bachelor’s degree or equivalent industry experience
- Exceptional client service skills and ability to communicate effectively
- Critical thinking, attention to detail, and multi‑tasking skills required
Mid‑Senior level
Employment typeFull‑time
Job functionFinance
IndustriesStaffing and Recruiting
Location:
Memphis, TN
Salary: $50,000.00 – $80,000.00
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