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Senior Wealth Planning & Estate Strategy Lead

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Crump Life Insurance Svcs Inc
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
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.

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Position Requirements
10+ Years work experience
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