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Job #: 15324
Status: Inactive / Filled
Job Location: NE-All
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Executive/Mid Management/Admin; Wealth Management - Pension & Retirement Plans
Industries: All Industries; Financial Services; Other
Base Compensation:
Low: $65,000       High: $90,000
Total Compensation:
Low: $65,000       High: $90,000
Is Employer Willing to Relocate?: ?
Employment Type: Full Time / Direct Hire
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.
Mandatory Minimum Qualifications - Must Have: 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
Licenses: None
Total Years of Experience: 5-6+
First Name:
Last Name:
E-mail Address:


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