Sr. Wealth Strategist (Remote)
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Wealth Strategist - REMOTE. In this role, you will be instrumental in creating personalized financial plans for high-net-worth clients. Your expertise will directly contribute to achieving clients' long-term financial goals while guaranteeing compliance with industry regulations. You will also collaborate with various internal teams, enhancing the client experience and fostering relationships that lead to new business opportunities. Accountabilities
- 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.
- Perform other duties as needed.
Requirements
- 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.
- 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.
Benefits
- Comprehensive medical, dental, and vision coverage.
- Flexible working hours and work-from-home arrangements.
- Professional development and training opportunities.
- A collaborative and supportive work environment.
- Performance incentives and bonuses.
- 401(k) retirement plan with company match.
Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. Apply tot his job Apply To this Job