Senior Wealth Strategy Architect

First Citizens; San Francisco (CA); On-site; USD 170,000 - 225,000; Full time

Benefits offered by this job

Competitive benefits program

Variable incentives and bonuses

Job summary

A leading financial services firm is seeking a Senior Wealth Planning Strategist to lead wealth planning for high net worth clients. This role requires designing and presenting tailored recommendations based on in-depth financial analysis while fostering a client-centered culture within the team. The strategist will analyze financial situations, identify planning gaps, and educate both clients and associates. Candidates should have a Bachelor's degree and extensive experience in wealth management, holding industry-recognized certifications. A competitive salary package is offered, with a base between $170,000 and $225,000.

Qualifications

• Bachelor's Degree and 8 years of experience in Wealth Management including financial planning.
• High School Diploma or GED and 12 years of experience in Wealth Management including financial planning.
• Required License: CFP, JD, or CPA designation.

Responsibilities

• Lead design and presentation of wealth planning recommendations.
• Analyze financial situations of high net worth clients.
• Initiate and lead education and development events.

Skills

Navigating financial planning software

Developing rapport with clients

Educating clients on planning actions

Education

Bachelor's Degree

Graduate/Professional Degree

Tools

MoneyGuidePro

eMoney

Job description

A leading financial services firm is seeking a Senior Wealth Planning Strategist to lead wealth planning for high net worth clients. This role requires designing and presenting tailored recommendations based on in-depth financial analysis while fostering a client-centered culture within the team. The strategist will analyze financial situations, identify planning gaps, and educate both clients and associates. Candidates should have a Bachelor's degree and extensive experience in wealth management, holding industry-recognized certifications. A competitive salary package is offered, with a base between $170,000 and $225,000.