Wealth Strategist

Senior Recruiter @ Gateway Group Personnel | 19+ years experience Senior Wealth Strategist to provide financial planning and investment advisory services to current and future clients of the firm. This professional will need to have extensive knowledge and experience in providing advisory services to high‑net‑worth individuals and businesses, including the ability to analyze individual, business and organizational assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives and goals. As a Senior Wealth Strategist, you must also be able to create comprehensive financial plans, implement investment strategies, and confidently communicate these recommendations to clients. The candidate must be able to form close, trusting relationships with a diverse group of clients, including divorcees, widows/widowers and novice investors.

Requirements:

CFP® with 3+ years of client facing experience

Bachelor’s degree or equivalent industry experience

Exceptional client service skills and ability to communicate effectively

Critical thinking, attention to detail, and multi‑tasking skills required

Seniority level Mid‑Senior level

Employment type Full‑time

Job function Finance

Industries Staffing and Recruiting

Location: Memphis, TN

Salary: $50,000.00 – $80,000.00

#J-18808-Ljbffr