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 relationship
- Maintain extensive contact with clients to provide the highest level of service
- Work closely with Financial Advisors to efficiently utilize planning tools to service clients in the areas of Retirement Planning, Trusts and Estates, Pensions, and Social Security
- Serve as an internal resource for all matters related to wealth planning
- Requires 7+ years’ experience in estate planning, tax and insurance; JD or CPA preferred
- This position offers a hybrid work scenario
Opportunity available in Sarasota, Palm Beach, Boca Raton or Naples.
