Senior Wealth Strategist
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About The Position
The Senior Wealth Strategist serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. This typically includes multi-generational trusts, closely held business entities, corporate executives, and private foundations. The role involves providing professional consulting and advisory services to clients through the development, delivery, and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based on each client's facts and circumstances. The strategist is responsible for risk management by openly exchanging ideas, elevating concerns, and adhering to policies and procedures, ensuring a positive customer experience while achieving results by managing and reporting risks of all types.
