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
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, Presentation delivery, Mentorship
Preferred skills
Financial planning software proficiency, CPA, FINRA Series 7/63/65 licenses, J.D., LL.M
Technologies
eMoney, Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Provide innovative planning solutions to financial advisors; Conduct research and apply experience to address complex financial issues; Review and summarize complex estate and business governance documents; Distill strategies into actionable recommendations; Identify industry and regulatory developments; Deliver presentations to internal and external audiences; Mentor colleagues.
Seniority
Senior, hands-on IC with mentorship
