Remote Wealth Strategist

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 hol...