Senior Wealth Strategist - Tax Expert

Job Summary

A company is looking for a Senior Wealth Strategist specializing in High Net Worth Tax.

Key Responsibilities

• Serve as a subject matter expert for complex tax planning cases and legislative impacts
• Communicate with financial advisors and clients to understand needs and document goals
• Lead initiatives and projects to enhance service for branch teams and clients

Required Qualifications

• 9+ years of experience in the Financial Services Industry
• Bachelor's degree in business, Finance, Accounting, or Law required
• Series 7 and 66 licenses required within 6 months of hire
• Insurance license required within 6 months of hire
• CFP designation and CPA or advanced degree in complex tax preferred