Senior Wealth Strategist

Job Description - Senior Wealth Strategist

Senior Wealth Strategist

Contract or Direct Hire

Minneapolis, MN (Open to 100% Remote)

Up to $120,000/year total compensation package

Looking for a Wealth Strategist to work on estate and high net worth client business. In this role you will work along side a team of wealth strategists in addition to financial advisors to leverage time, talents and resources while gathering and maintaining assets of high net worth clients. This role is responsible for creating, reviewing and analyzing reports and reviewing financial and estate documents and situations, using planning tools, and providing the highest level of support and service for advisors and field support.

Responsibilities:

• Estate and High Net Worth Client Solutions- Solutions Support
• Financial Advisor/Broker Development
• Content and Education Contributions
• Summarize and Analyze Clients Estate and Financial Solutions

Qualifications:

• Bachelors Degree in business or related
• 3-5 years in financial services, legal or accounting industry
• 3-5 years of experience in estate or planning products
• Securities industry licenses 7 and 66 (or 7, 63 and 65)
• Knowledge of financial services industry and branch/office/financial advisor responsibilities

Nice to Have:

• CPA and or JD
• MBA
• CFP, CLU and/or ChFC designation
• Insurance Advanced Marketing Experience

- provided by Dice