Confidential
Vice President, High Net Worth Planning Services Strategist
Confidential, San Diego, California, United States, 92101
Vice President, High Net Worth Planning Services Strategist
About the Company
Profitable broker & financial advisory firm
Industry Financial Services
Type Public Company
Founded 1989
Employees 5001-10,000
Categories
Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers
Specialties
independent broker/dealer institution services ria independent advisors custom clearing services and financial services
Business Classifications
B2B
About the Role
The Company is seeking a Vice President, High Net Worth Planning Services Strategist to join their team. The successful candidate will be responsible for providing consultative support to advisors who serve high-net-worth individuals, families, and institutional clients. This includes strategy development for holistic and estate planning, practice coaching, transition support, and client presentation. The role requires the ability to navigate sophisticated and complex cases, as well as leadership skills to manage a group of subject matter experts in investments, tax, and estate planning. The VP will also be involved in training and educating advisors on the various needs of their clients and the features of the company's advisory platforms.
Applicants for this role at the company should have a CFP, JD, or LLM, a Bachelor's degree, and at least 10 years of experience in advisory and fee-based platforms, with a focus on advanced financial, tax, and estate planning, and institutional client needs. A minimum of 2 years of leadership experience is also required. The ideal candidate will have a strong technical planning acumen, including knowledge of eMoney, and the ability to articulate market and economic impacts, as well as technical investment characteristics. The role demands a polished and organized presence, with the ability to engage in speaking and presentation activities. The candidate should be adept at opportunity and engagement tracking, and reporting, and be prepared for some travel to regional, national, and advisor events for consultation support and training.
Travel Percent Less than 10%
Functions
Strategy Operations General Management
About the Company
Profitable broker & financial advisory firm
Industry Financial Services
Type Public Company
Founded 1989
Employees 5001-10,000
Categories
Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers
Specialties
independent broker/dealer institution services ria independent advisors custom clearing services and financial services
Business Classifications
B2B
About the Role
The Company is seeking a Vice President, High Net Worth Planning Services Strategist to join their team. The successful candidate will be responsible for providing consultative support to advisors who serve high-net-worth individuals, families, and institutional clients. This includes strategy development for holistic and estate planning, practice coaching, transition support, and client presentation. The role requires the ability to navigate sophisticated and complex cases, as well as leadership skills to manage a group of subject matter experts in investments, tax, and estate planning. The VP will also be involved in training and educating advisors on the various needs of their clients and the features of the company's advisory platforms.
Applicants for this role at the company should have a CFP, JD, or LLM, a Bachelor's degree, and at least 10 years of experience in advisory and fee-based platforms, with a focus on advanced financial, tax, and estate planning, and institutional client needs. A minimum of 2 years of leadership experience is also required. The ideal candidate will have a strong technical planning acumen, including knowledge of eMoney, and the ability to articulate market and economic impacts, as well as technical investment characteristics. The role demands a polished and organized presence, with the ability to engage in speaking and presentation activities. The candidate should be adept at opportunity and engagement tracking, and reporting, and be prepared for some travel to regional, national, and advisor events for consultation support and training.
Travel Percent Less than 10%
Functions
Strategy Operations General Management