Wisconsin Licensed Wealth Planning Lead

Job Summary

A company is looking for a High Net Worth Wealth Planning Lead, Assistant Director.

Key Responsibilities

• Collaborate with team members and advisors to create comprehensive financial plans focusing on estate planning, tax optimization, and risk mitigation
• Provide in-depth case consultation and analyze clients' financial situations to design tailored strategies
• Present strategies to clients and advisors, ensuring timely responses to inquiries and fostering strong client relationships

Qualifications

• Bachelor's degree in Business, Financial Planning, Finance, Economics, or Accounting
• Minimum of ten years of financial planning experience, with a focus on High-Net-Worth clients
• CERTIFIED FINANCIAL PLANNER designation required
• Series 6 or 7 and state insurance license required within the first 180 days of hire
• Proven experience in developing financial plans and presenting recommendations effectively