Career1Source - Executive Recruiting
Wealth Strategist
Career1Source - Executive Recruiting, Wichita, Kansas, United States, 67232
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Wealth Strategist
role at
Career1Source - 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.
Job Summary 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.
Essential Functions
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 & Experience
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.
Skills & Certifications
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.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
Industries Banking
#J-18808-Ljbffr
Wealth Strategist
role at
Career1Source - 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.
Job Summary 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.
Essential Functions
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 & Experience
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.
Skills & Certifications
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.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
Industries Banking
#J-18808-Ljbffr