Wealth Planning Strategist

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Wealth Planning Strategists are responsible for developing, delivering, and implementing advanced wealth strategies to high net worth and business owner clients. Wealth Planning strategists are also required to support the delivery of all advice and planning capabilities enterprise wide. ESSENTIAL DUTIES & RESPONSIBILITIES: - Provide wealth planning advice to clients and prospective clients within Private Wealth Management utilizing the One Wealth client engagement model. - Collaborate with Wealth Advisors to understand client goals and objectives. Gather data necessary to analyze client information, and deliver financial advice based on client needs. - Develop advanced wealt...