Minnesota Licensed Wealth Strategist
Job Summary
Collaborating with the Advanced Wealth Planning & Consulting team, the full-time Minnesota Licensed Wealth Strategist will assess, consult, and develop financial planning strategies for high-net-worth clients in a remote setting.
Key Responsibilities
- Demonstrate strong knowledge of complex financial planning concepts, including legacy, estate, retirement, business, and tax planning strategies
- Ensure accurate and timely case documentation while preparing case strategies and recommendations for advisors and their clients
- Partner cross-organizationally to develop comprehensive solutions appropriate for high-net-worth client cases
Required Qualifications
- Bachelor's degree or equivalent experience
- 5-7 years of financial planning experience, specifically with the high-net-worth market segment
- Expert-level knowledge in complex financial planning issues
- Series 7 or ability to obtain within 90 days, along with state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or ability to obtain within 90 days
Complete Job Description
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