Senior Wealth Strategist

Well established RIA seeks Senior Wealth Strategist in Virginia to counsel clients regarding financial planning, wealth management, trust services, and investment advisory. Work with select book of client relationships, while developing personalized wealth plans that align with clients' objectives, estate, tax, trust, income, cash flow requirements, expenses, assets, etc. Subject matter expert on all technical issues Liaise with external counsel and advisors to develop holistic solutions for clients Strong client facing skills No new business requirements; emphasis is on providing high-touch client service Strong proficiency in financial planning software and tools Requires 5+ years tax, estate, or financial planning experience JD or CPA preferred; will train HNW Tax or Trust/Estate attorney from a law firm 40 hour work week; no overtime, no weekends Congenial office atmosphere, very family friendly and flexible Excellent benefits provided ~Relocation Assistance Available~

Created: 2024-11-05