WEALTH PLAN DESIGN SPECIALIST
This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.
|Status:||Inactive / Filled|
|Title:||WEALTH PLAN DESIGN SPECIALIST|
|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 DESCRIPTIONThe 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: -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.
Certified/Chartered Financial Planner
Total Years of Experience: