| Job Details
Job #: 15324 - WEALTH PLAN DESIGN SPECIALIST
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15324
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| Inactive / Filled |
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WEALTH PLAN DESIGN SPECIALIST
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NE-All
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH)
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| Wealth Management - Asset & Investment; Wealth Management - Executive/Mid Management/Admin; Wealth Management - Pension & Retirement Plans |
| All Industries; Financial Services; Other |
| Low: $65,000 |
High: $90,000 |
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| Low: $65,000 |
High: $90,000 |
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| ? |
| Full Time / Direct Hire |
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| 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! |
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| 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. |
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| 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. |
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| Bachelor's |
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| Certified/Chartered Financial Planner |
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| None |
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| 5-6+ |
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