Senior Wealth Strategist- High Net Worth Consultation

About the role

This job posting is anticipated to remain open for 30 days, from 08-Jul-2026. The posting may close early due to the volume of applicants.

Responsibilities

• Serve as a subject matter expert for complex cases requiring deep financial planning expertise, including goal-based planning, income planning, protection, estate, and tax considerations.
• Communicate with financial advisors and clients to understand needs, articulate planning strategies, document goals, and build relationships.
• Partner with internal and external experts to deliver high-quality holistic plans aligned with client financial goals.
• Stay abreast of planning concepts, market trends, regulatory changes, and evolving tools to support branch teams.
• Lead initiatives to improve planning processes, tools, and guidance for HNW clients.
• Interpret and leverage firm guidance to create tailored planning solutions.
• Support Financial Advisors in evaluating strategies and presenting planning recommendations to clients.

Requirements

• 9+ years' experience in the Financial Services Industry
• Series 7 and 66 required within 6 months of hire
• Insurance license required within 6 months of hire
• CFP designation required (or in progress per department policy)
• Bachelor's degree in Business, Finance, Accounting, or Law required
• Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client
• Deep understanding of financial planning concepts and application
• Ability to review financial statements, planning documents, and identify planning opportunities
• Proficiency using financial planning software or tools and interpreting results

Qualifications

• Advanced degree (MBA, JD, CPA, CFA, or other financial planning specialization)
• Mastery of financial planning, investment strategies, tax planning, and estate planning
• Exceptional communication and presentation skills
• Experience working with HNW clients and complex planning needs
• Strong analytical ability to assess advanced financial situations and deliver tailored solutions
• Understanding of Financial Advisor and Branch Team Support Member(s) structure
• Extensive experience dealing with high net worth clients and addressing their complex financial needs