Wealth Strategist

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Source - Executive Recruiting

Are you a seasoned financial expert passionate about creating comprehensive, high-impact wealth plans for high-net-worth clients? A leading institution is seeking a Wealth Strategist to join their dedicated Wealth and Retirement team.

The Wealth Strategist is responsible for providing expert advice in specialized areas such as financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. This role involves assessing client financial goals, developing a comprehensive wealth plan to achieve those goals, and implementing identified strategies. You will be an integral part of the advisory team, focused on new business development and promoting a team environment.

• Delivering customized wealth plans with proactive, high-impact solutions based on each client’s unique facts and circumstances.
• Incorporating a wide range of topics in analyses, such as liquidity, credit, investments, insurance, taxes, retirement plans, philanthropic goals, and executive compensation.
• Participating in new business opportunities and prospect calls alongside Client Advisors.
• Managing the investment process
  , including risk assessment, asset allocation, asset location, and portfolio structure, while following the Wealth Management’s investment philosophy.
• Coordinating with insurance partners and completing all required regulatory investment reviews.

• Education: A College degree is required.
• Experience: At least 5 years of previous financial planning and/or investment management experience is required, with direct contact with high-net-worth clients.
• Knowledge: Deep understanding of complex investments, insurance, tax, trust, and estate planning is a must. Advanced understanding of banking products, trust structures, stock options, and cash flow modeling is also necessary.

• Communication: Excellent client communication skills, both written and oral.
• Preferred Designations: Preference for one or more professional designations, such as CFP®, CPWA, CTFA, CPA, or CFA
  .

* Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Wealth Strategist job.

Mid-Senior level

Full-time

Finance

Banking