Base salary components included; + compensation vi...
Hybrid
10+ years wealth management experience
Advanced banking and finance principles
Estate, tax, and charitable planning expertise
The Wealth Solutions team provides consultative financial planning strategies to financial advisors whose clients have investable assets of $5 million and up
Job Summary
The Wealth Solutions team provides consultative financial planning strategies to financial advisors whose clients have investable assets of $5 million and up.
This role involves leading large projects with significant business impact involving cross-functional teams while serving as an educational resource on wealth complexities.
The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.
Matching Summary
The Wealth Solutions team provides consultative financial planning strategies to financial advisors whose clients have investable assets of $5 million and up.
Salary
Base salary components included; Additional compensation via cash or equity; Discretionary bonuses or commissions possible
Skills & Requirements
Must-have
10+ years wealth management experience
Advanced banking and finance principles
Estate, tax, and charitable planning expertise
Nice-to-have
Strong problem-solving and listening skills
Ability to articulate complex technical issues
Experience with public speaking activities
Key Requirements
Bachelor's Degree in Finance or related field
Certified Financial Planner (CFP) designation
FINRA Series 7 license or applicable certifications