7+ years of relevant experience in financial planning, particularly with high-net-worth clients.
CFP, CPA, CTFA or similar designation required.
Expertise in comprehensive financial planning strategies.
Strong background in managing multiple client projects.
Responsibilities
Serve on a team dedicated to high-net-worth client wealth management.
Create and implement financial planning strategies encompassing retirement, investment, education, estate, and survivor assistance.
Continuously develop knowledge of wealth management solutions and services.
Manage multiple concurrent client projects with strategic communication.
Engage in business development by building relationships and identifying new client opportunities.
Full Job Description
Description & Requirements
What You Will Do:
Serve on a team of Wealth Management professionals serving high-net-worth clients.
Create, implement, and monitor comprehensive financial planning strategies including:
Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning
Survivor Assistance
Develop/maintain in-depth expertise and knowledge of wealth management solutions and services.
Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels.
Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients
Minimum Qualifications:
Bachelor's Degree
7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families.
