Senior Wealth Planning Strategist

Description
We are just as complex as clients' challenges...we integrate strategy, people, and wealth management to help clients endure. We've been trusted advisors to 300+ privately held businesses, families, and individuals across a span of over 35 years. And we are just getting started...
What are YOU looking for?

• You want the opportunity to learn and grow ...constantly.
• You want to join a company that focuses on accentuating your strengths -not your weaknesses.
• You are ready to utilize your energy , intelligence , and skill set .
• You are energetic and want to be part of a growing business .
• You have experience and are not afraid to use it .
• You love solving complex financial challenges faced by equally complex client situations.
• You want to work with others ...and have a healthy dose of independent work time .

General Position Summary
As a Senior Wealth Planning Strategist, you will:

• Conduct research and develop financial analyses and plans
• Review documents, analyze client situations, and identify actionable insights
• Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.
• Execute, maintain, and update client models, programs, and plans

Responsibilities
$49
Qualifications
$4a