WEALTH PLAN DESIGN SPECIALIST

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JOB DESCRIPTION

Job #: 15324
Status: Inactive / Filled
Title: WEALTH PLAN DESIGN SPECIALIST
Job Location: Nebraska
Base Compensation: $65,000 — $90,000
Total Compensation: $65,000 — $90,000
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Executive/Mid Management/Admin; Wealth Management - Pension & Retirement Plans
Industries: All Industries; Financial Services; Other

WHY IS THIS A GREAT OPPORTUNITY?

As the Wealth Plan Design Specialist, you are part of a focused team of planning discipline specialists who meet with affluent clients, gather data, create, and present detailed holistic wealth plans to address complex needs. This position will offer a salary plus bonus!

JOB DESCRIPTION

The Wealth Plan Design Specialist creates the physical document, conducts regular follow up with clients, updates plans as necessary, and serves as main point of contact for clients.

QUALIFICATIONS

Qualifications: -CFP and college degree REQUIRED -Must be detailed, ambitious, tenacious without being abrasive -Familiar with complex wealth management products (such as dynasty trusts and buy/sell agreements) -Experienced in understanding and addressing the needs of complex family structures.
Education: Bachelor's
  
Certifications: Certified/Chartered Financial Planner
  
Total Years of Experience: 5-6+
  
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