Minnesota Licensed High Net Worth Strategist
Job Summary
Consulting with advisors and developing financial planning proposals, the full-time Minnesota Licensed High Net Worth Strategist will focus on high net worth client cases, ensuring comprehensive solutions and effective communication of complex financial strategies in a remote work environment.
Key Responsibilities
- Consult with advisors to assess High Net Worth client cases and develop tailored financial planning proposals
- Ensure accurate and timely documentation while demonstrating knowledge of complex financial planning concepts
- Collaborate with cross-organizational teams to create comprehensive solutions for High Net Worth clients
Required Qualifications
- 7+ years of experience in financial services, preferably with High Net Worth clients
- Proven experience assessing client needs and making actionable financial strategy recommendations
- Strong knowledge of estate, tax, business, and retirement planning strategies
- Ability to analyze complex situations and provide clear, understandable advice
- Series 7 and state IAR registration (S63, S65, or S66) required
Complete Job Description
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