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Senior Wealth Planning & Estate Strategy Lead
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-06-02
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Crump Life Insurance Svcs Inc is looking for a financial planner to manage High Net Worth clients, requiring expertise in financial, estate, and tax planning. The ideal candidate will have advanced technical knowledge, strong communication skills, and at least a Bachelor’s degree along with relevant professional credentials.
The role involves preparing comprehensive financial strategies, adhering to compliance guidelines, and empowering clients in their financial decisions. Benefits include medical, dental, vision coverage, a 401(k) plan, and vacation time.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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