Wealth Strategist (Financial Planner)
Drive client satisfaction for high net-worth customers, craft integrated wealth strategies, enjoy a top-tier salary up to $208,715 and excellent benefits, and pursue professional development.
Role Overview and Offer Details
This Wealth Strategist (Financial Planner) position promises a competitive annual salary ranging from $122,535 to $208,715. It is a full-time opportunity and includes eligibility for bonuses and commissions. Applicants have access to generous health, dental, vision, and 401(k) benefits, among others. The employer encourages professional development and offers career mobility support, making this role ideal for growth-oriented professionals.
Hauptverantwortlichkeiten und tägliche Aufgaben
The Wealth Strategist will work closely with senior leadership and teammates to develop and implement comprehensive estate and financial plans for high and ultra-high net-worth clients. Daily tasks include client analysis, solution implementation, and preparing sophisticated reports and dashboards. The role requires collaboration with business development and marketing, as well as assisting in peer reviews and audits. The strategist also participates in client presentations and community events, while continually educating themselves on regulatory changes and best practices.
Wichtigste Vorteile
One major advantage is the significant earnings potential, with a top-end salary plus performance bonuses. Comprehensive healthcare coverage and 401(k) contributions start soon after employment, adding financial security. The company promotes a collaborative and inclusive environment, offering dedicated training resources and career mobility. Employees benefit from specialized family-planning and personal wellness programs. Networking and community engagement are further enhanced by Colleague Resource Groups, supporting both career and personal growth.
Mögliche Nachteile
The job sets high entry standards, such as requiring 8 years of experience and professional credentials like the CFP or CEPA. There is also a moderate travel requirement of up to 20%, which may not suit everyone. Candidates must also be proficient in systems like Salesforce and possess expertise in complex financial modeling. Performance expectations are high, and regular audits and peer-review processes add pressure to maintain accuracy. The high level of responsibility means a steep learning curve for less experienced professionals.
Endgültiges Urteil
Overall, the Wealth Strategist (Financial Planner) position offers exceptional rewards for those meeting the qualifications, along with high compensation, extensive benefits, and professional development opportunities. While the demanding requirements and travel needs might be a challenge, those seeking advancement and significant impact in wealth planning will likely find this role both lucrative and fulfilling.
