State Licensed Investment Strategist

Job Summary

A company is looking for a Senior Director, High Net Worth Investment Strategist.

Key Responsibilities:

• Provide strategic leadership on high-net-worth investment planning programs
• Influence collaboration across various organizational sectors to support high-net-worth initiatives
• Develop and communicate strategies for Advanced Wealth Planning Investment Strategists to both internal and field audiences

Required Qualifications:

• 10+ years of financial services experience with the high-net-worth market segment
• 7+ years of leadership experience with increasing accountability
• Bachelor's degree or equivalent
• Active FINRA Series 7, 66 (63 & 65), 24 licenses