Senior Wealth Planning Strategist

A leading financial institution is seeking a Senior Wealth Strategist to serve high net worth clients and provide tailored wealth planning solutions. This role involves deep client engagement, managing complex financial issues, and guiding clients towards proactive financial strategies. The ideal candidate will possess a bachelor's degree, relevant certifications, and over 10 years of experience in financial planning. Strong communication and relationship-building skills are essential for success in this position. #J-18808-Ljbffr