Minnesota Licensed Wealth Strategist
virtual vocationsDenver, CO
Minnesota Licensed Wealth Strategist
L5
virtual vocationsDenver, CO4 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesCollaborating with the Advanced Wealth Planning & Consulting team, the full-time Minnesota Licensed Wealth Strategist will assess, consult, and develop financial planning strategies for high-net-worth clients in a remote setting.
Key Responsibilities:
Demonstrate strong knowledge of complex financial planning concepts, including legacy, estate, retirement, business, and tax planning strategies
Ensure accurate and timely case documentation while preparing case strategies and recommendations for advisors and their clients
Partner cross-organizationally to develop comprehensive solutions appropriate for high-net-worth client cases
Required Qualifications:
Bachelor's degree or equivalent experience
5-7 years of financial planning experience, specifically with the high-net-worth market segment
Expert-level knowledge in complex financial planning issues
Series 7 or ability to obtain within 90 days, along with state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or ability to obtain within 90 days
Apply now (opens in a new tab)
Level
SeniorL5
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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