Wealth Strategist/Financial Planner

Job Summary:

The Wealth Strategist is responsible for developing comprehensive wealth plans and providing personalized financial advice to high-net-worth (HNW) clients. This role involves guiding clients on various financial topics to help them achieve their financial objectives. Additionally, the Wealth Strategist supports Private Bankers and team members in Investment Management & Trust sales opportunities and client relationship review meetings.

About the Role:

We are seeking a dedicated and experienced Financial Planner to join our team. In this role, you will work closely with clients to understand their financial goals and develop comprehensive wealth plans. You will collaborate with various professionals to ensure the delivery of high-quality financial advice and services.

What You’ll Do:

• Conduct discovery meetings with clients to discuss financial goals and objectives.
• Complete thorough financial assessments to understand clients’ income, expenses, assets, liabilities, and risk tolerance.
• Develop and deliver comprehensive wealth plans based on clients’ goals and financial situations.
• Advise clients on investment, retirement, estate, tax, risk management, and business succession planning.
• Maintain accurate and detailed records of clients’ financial and personal information.
• Collaborate with legal, tax, and other professionals to develop comprehensive wealth plans.
• Ensure compliance with relevant regulations, laws, and company standards.
• Work with Wealth team members and other internal partners to enhance the client experience.
• Build a network of internal and external sources to acquire new client relationships.
• Stay informed on legal, tax, and regulatory changes affecting financial planning strategies.
• Drive business results and acquire new assets from both existing clients and new client acquisition.
• Actively participate in community activities and events to increase visibility and attract prospects.
• Perform other duties as assigned.

What We’re Looking For:

• Experience:
  • Five plus years of financial planning experience.
  • Experience with various financial planning software and tools.
• Education:
  • Undergraduate degree in a business-related field or equivalent experience.
  • Preferred degree or designations: JD or CPA.
  • Required certification: CFP.
• Required Skills:
  • Strong knowledge and understanding of financial markets, investments, estate and tax laws, and retirement plans.
  • Ability to work independently and within a team structure.
  • Good interpersonal skills to represent the bank positively in dealing with clients.
  • Excellent analytical, verbal, and written communication skills.
• Preferred Skills:
  • Advanced degrees or certifications (JD, CPA).
  • Additional certifications or specialized training in financial planning.

• Position Type
  • This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.  
  • This position requires up to 25% travel.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.