CFP Wealth Strategist

Job Summary

A company is looking for a Wealth Strategist I to support advisors in creating and maintaining comprehensive financial plans for clients.

Key Responsibilities

• Collaborate with advisors to review, update, and implement financial plans for clients
• Assess clients' planning situations and provide guidance to advisors on next steps
• Support advisors with meeting preparation related to financial plans

Required Qualifications, Training, and Education

• CFP or advanced degree (e.g., CPA, CFA, JD, MT, LLM, MBA) required
• 10+ years of direct planning experience
• Competency with eMoney, BNA, or other planning software preferred
• Proficiency in Microsoft Office applications required