Senior Wealth Strategist - Franklin Street Partners
Core
Senior-level individual contributor responsible for advanced wealth planning for ultra-high-net-worth clients, designing integrated strategies across estate, tax, investment, retirement, and insurance disciplines.
Role type
Senior IC wealth strategist
Builds
Sophisticated, integrated wealth strategies for ultra-high-net-worth clients
Domain
Financial services / Wealth management
Required skills
Advanced wealth planning expertise, Strategic influence, Client communication & presentation, Analytical & problem solving, Financial planning tools proficiency
Preferred skills
Professional designation (CFP, JD, CPA, LLM), Leadership without authority, Relationship management, Business acumen, Continuous learning, Executive presence
Technologies
eMoney, Microsoft Office Suite
Responsibilities
Lead design and delivery of complex customized wealth strategies for ultra-high-net-worth clients, Act as senior advisor in client engagements presenting strategies and influencing decision-making, Serve as subject matter expert on RIA-specific planning needs, Partner with advisors to enhance ability to deliver wealth strategy solutions, Own accuracy and quality of sophisticated client deliverables, Create advanced planning content and insights, Identify and implement improvements in planning processes and workflows, Provide informal mentorship and coaching to strategists and advisors, Ensure recommendations meet regulatory and fiduciary standards, Maintain active presence in industry organizations and forums
Seniority
Senior, hands-on IC
