North Carolina Licensed Wealth Strategist
Job Summary
Leading the strategic direction for comprehensive financial and estate planning, the full-time North Carolina Licensed Wealth Strategist will collaborate cross-functionally to enhance planning capabilities for high-net-worth clients while working remotely.
Key responsibilities:
- Oversee the delivery of high-impact financial plans and ensure alignment with company goals
- Provide customized wealth planning guidance and manage a team to ensure timely completion of tasks
- Develop innovative planning solutions and collaborate with various departments to enhance advisor offerings
Required qualifications:
- Bachelor's and advanced degree (e.g., JD, MST, MBA) required
- Active CFP and CPA certifications required
- 10+ years of financial planning experience with complex HNW/UHNW clients
- Proven expertise in estate planning, tax strategy, and business transitions
- Proficiency with financial planning tools and CRM platforms such as Salesforce
Complete Job Description
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