State Licensed High Net Worth Strategist

Job Summary

A company is looking for a Manager, High Net Worth Planning Strategist.

Key Responsibilities

• Demonstrate knowledge of complex financial planning concepts including legacy/estate, retirement, business, and tax planning strategies
• Ensure accurate and timely case documentation and prepare case strategies and recommendations for high-net-worth clients
• Collaborate with cross-organizational teams to develop comprehensive solutions for high-net-worth client cases

Required Qualifications

• 5-7 years of financial services experience
• Bachelor's degree or equivalent
• Active FINRA Series 7, 66 (63 & 65) or ability to obtain within 90 days