Sr. Financial Planning Strategist
Core
Senior Financial Planning Strategist providing expert solutions on estate, business, and tax planning to financial advisors for high-net-worth clients.
Role type
Senior IC financial planning strategist
Builds
Strategic planning solutions and educational content for financial advisors
Domain
Financial Services / High Net Worth Planning
Deliverable
client delivery
Required skills
Estate planning, Business succession planning, Tax planning, Trust administration, Retirement plan design, Complex document analysis, Strategic research, Public speaking, Mentoring
Preferred skills
Financial planning software proficiency, CPA, FINRA Series 7/63/65 licenses, J.D., LL.M
Technologies
eMoney, Microsoft Office
Responsibilities
Provide innovative planning solutions to financial advisors on taxation, business succession, estate planning, and retirement plans; Review and summarize complex estate and business governance documents; Distill complex strategies into actionable recommendations for advisors; Identify industry trends and regulatory changes to inform strategic direction; Deliver presentations to internal and external audiences; Mentor colleagues on financial planning skills