Senior Wealth Strategist for High-Net-Worth Clients

United Community; Brentwood (TN); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you'll conduct in-depth assessments, collaborate with other professionals, and ensure compliance with regulations. The ideal candidate will have over 5 years of experience in financial planning, a Bachelor's degree, and a CFP designation. Excellent communication and analytical skills are necessary. This role offers the chance to significantly impact clients' financial success.

Qualifications

• 5+ years of financial planning experience.
• Proven track record in creating comprehensive financial plans.
• Experience with various financial planning strategies.

Responsibilities

• Lead discovery meetings to determine clients' financial goals.
• Conduct financial assessments, including income and risk tolerance.
• Create and present wealth plans covering investment and risk management strategies.
• Maintain accurate client information and ensure compliance.

Skills

Financial markets knowledge

Analytical skills

Communication skills

Team collaboration

Interpersonal skills

Financial planning software experience

Education

Bachelor’s degree in a business-related field

Certified Financial Planner (CFP) designation

Preferred JD or CPA credentials

Job description

A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you'll conduct in-depth assessments, collaborate with other professionals, and ensure compliance with regulations. The ideal candidate will have over 5 years of experience in financial planning, a Bachelor's degree, and a CFP designation. Excellent communication and analytical skills are necessary. This role offers the chance to significantly impact clients' financial success.