Wealth Strategist

What You’ll Do

• Lead discovery meetings to understand clients’ financial goals, values, and priorities.
• Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance.
• Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
• Partner with legal, tax, and other professionals to deliver holistic financial advice.
• Maintain accurate records of client information and planning activities.
• Ensure compliance with all relevant laws, regulations, and internal standards.
• Collaborate with internal teams to enhance the overall client experience.
• Build and maintain a network of internal and external sources to drive new business.
• Stay current on financial planning trends, tax law changes, and regulatory updates.
• Represent the bank in community events to build visibility and attract new prospects.
• Support business growth by acquiring new assets from existing and prospective clients.

Requirements For Success

• Experience & Education: 5+ years of financial planning experience. Bachelor’s degree in a business-related field or equivalent experience. Certified Financial Planner (CFP) designation required. Preferred: JD or CPA credentials.

Skills & Competencies

• Deep understanding of financial markets, estate and tax planning, and retirement strategies.
• Strong analytical and communication skills—both written and verbal.
• Ability to work independently and collaboratively across teams.
• Professional presence and interpersonal skills to build trust with clients.
• Experience with financial planning software and tools.
• Bonus Skills: Advanced degrees or certifications (JD, CPA). Specialized training in financial planning or wealth management.

Conditions of Employment

• Must be able to pass a criminal background & credit check.
• This is a full-time, non-remote position.
• FLSA Status: Exempt.