State Licensed Wealth Strategy Director

Job Summary

Seeking an experienced leader, the full-time remote State Licensed Wealth Strategy Director will drive the development and implementation of advanced wealth strategies, collaborating with advisors to enhance client outcomes and support business growth.

Key responsibilities

• Serve as the subject matter expert in advanced wealth planning, providing consultative guidance and tailored solutions for complex client needs
• Partner with advisors to design, implement, and monitor customized advanced planning strategies, ensuring accountability and measuring outcomes
• Develop and oversee training programs focused on advanced planning and client engagement, while identifying emerging trends and opportunities for revenue growth

Required qualifications

• Bachelor's degree required
• Series 65 or CFP, or other similar industry designations
• Minimum of 7 years of experience in financial services, wealth management, or advanced planning
• Demonstrated expertise in estate planning, tax strategies, or similar advanced planning areas
• Exceptional communication, consultation, and presentation skills