Wealth Strategist
TWM Executive Search - palm beach, FL
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Top-tier financial services firm seeks a Sr. Wealth Strategist to join their Wealth Planning Team in Florida.Play a key role in the development and integration of wealth planning as a core part of the client relationshipMaintain extensive contact with clients to provide the highest level of serviceWork closely with Financial Advisors to efficiently utilize planning tools to service clients in the areas of Retirement Planning, Trusts and Estates, Pensions, and Social SecurityServe as an internal resource for all matters related to wealth planningRequires 7+ years' experience in estate planning, tax and insurance; JD or CPA preferredThis position offers a hybrid work scenarioOpportunity available in Sarasota, Palm Beach, Boca Raton or Naples.
Created: 2024-09-26