Clark Capital Senior Wealth Strategist

Willenborg Wealth Management

Remote, US
Not specified; base salary components included; di...
Fully remote
10+ years financial planning experience
Estate and wealth transfer expertise
Liquidity event exit planning skills
This role involves working with clients holding $5-$15 million in investable assets to deliver customized wealth planning solutions

Job Summary

  • This role involves working with clients holding $5-$15 million in investable assets to deliver customized wealth planning solutions.
  • The position requires significant travel, including two weeks per month for client meetings and presentations across the U.S.
  • Candidates must possess a CFP, CPA, or JD certification along with over a decade of direct experience in financial and estate planning.

Matching Summary

This role involves working with clients holding $5-$15 million in investable assets to deliver customized wealth planning solutions.

Salary

Not specified; Base salary components included; Discretionary bonuses/commissions eligible; Benefits package includes medical, dental, vision, life insurance, retirement savings, and paid time off

Skills & Requirements

Must-have

  • 10+ years financial planning experience
  • Estate and wealth transfer expertise
  • Liquidity event exit planning skills
  • Advanced tax management strategies
  • Client-facing presentation abilities

Nice-to-have

  • MBA or advanced degree preferred
  • CEPA CIMA CTFA certifications
  • Content creation partnership skills
  • Community event presentation experience
  • Coaching and mentoring capabilities

Key Requirements

  • Minimum 10 years banking/RIA/wire-house experience
  • CFP, CPA, or JD license required
  • Bachelor's degree in Finance, JD, or Accounting
  • Expertise in estate planning and asset protection
  • Remote work within the U.S. with travel requirements

Work Rights

Not specified

Tailored Resume

Cover Letter