Wealth Strategist

Wealth Strategist

Wealth Strategist
3B+ AUM Independent RIA
Published
April 5, 2022
Location
Chicago and Surrounding, IL

Description

Overview

3B+ AUM Wealth Management Firm seeks a Senior Financial Planner to provide comprehensive financial planning to high net worth and ultra high net worth clientele (5M+ level net worth’s). Seeking an individual with niche experience in complex tax and/or trust and estate planning solutions. Opportunity to serve as Co-Lead Relationship Manager. A path to partnership is available.

No required sales; no portable book of business required

Highlights

  • Partner with Lead Wealth Advisors to serve as a Senior Financial Planner to provide comprehensive planning needs
  • Team-based, forward thinking and planning driven culture with an impressive track record of growth
  • Support provided by a robust client service and wealth team including associates, paraplanners, and administrators
  • Competitive compensation package inclusive of base salary and performance based bonuses, excellent benefits

Requirements

  • 6+ years experience in wealth management, with significant experience in a tax and/or estate planning roleAdvanced designation required (CFP, JD, CPA or CTFA)
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