State Licensed Senior Wealth Strategist

Job Summary

A company is looking for a Senior Wealth Strategist who will work remotely.

Key Responsibilities

• Provide customized wealth planning guidance to advisors and their high-net-worth clients
• Engage in complex client scenarios including estate planning and business succession
• Coach and mentor senior financial planners while collaborating on wealth strategies

Required Qualifications, Training, and Education

• 10+ years of experience in advanced financial planning and HNW/UHNW client engagements
• Active CFP certification required
• Bachelor's degree required; advanced degree preferred (CPA, JD, MST, MBA)
• Deep experience in estate planning, tax planning, and wealth transfer strategies
• Proficiency with financial planning tools and CRM platforms