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Senior Wealth Planning Strategist
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking a senior Wealth Management Leader to drive cross-functional initiatives across investments, product, technology, distribution, compliance, and operations. You will shape wealth management offerings, mentor associates, and deliver strategic solutions that advance retirement income, financial planning, and participant guidance for retail investors and retirement plan participants.
Collaborate with senior leaders to monitor industry trends, regulations, and competitive
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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