Role Overview
We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies.
What You Will Do
Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Why It Might Be a Fit
Identify developments that impact financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
Requirements
- 10+ years of financial planning experience in a client- or advisor-facing capacity
- CFP Designation
- Experience delivering educational content and presenting to diverse audiences
- Demonstrated ability to influence and collaborate across organizational levels
- Strong communication skills, both written and verbal
- Ability to manage multiple complex cases simultaneously
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Benefits
- health insurance
- vision insurance
- dental insurance
- 401k
- paid time away
- volunteer days
To apply for this job please visit advisorgroup.wd1.myworkdayjobs.com.
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