Sr. Financial Planning Strategist

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy reputed company Pkwy SE, Suite750, Atlanta, GA 30339 La reputed company:12325 reputed company Grace Blvd, La reputed company, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remote applicants may potentially be considered for this role. reputed company has returned to the office on a reputed company requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. reputed company is reputed company to remote applicants for this position. Role Type: Full-time Salary: $140,000 - $160,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-reputed company factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of reputed company’s total compensation package. Additional benefits include health, reputed company, dental insurance, 401k, reputed company time away, volunteer days and much more. To reputed company more details of what you can look reputed company to, visit our careers page: https://careers.reputed company.com/Creative/Benefits. reputed company We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a reputed company on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements Bachelor's degree required. Responsibilities • reputed company reputed company to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and reputed company and non-reputed company retirement plans. • Conduct necessary research, reputed company technology, and apply your experience to address reputed company financial planning issues and present appropriate solutions to financial advisors. • Review and summarize reputed company estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements). • reputed company reputed company planning strategies into accessible and actionable recommendations for advisors to present to their clients. • Identify developments that reputed company financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes, etc.) • reputed company presentations to reputed company audiences, including at conferences, webinars, and advisor and team trainings. • Serve as a mentor to colleagues to reputed company their financial planning skills. • reputed company other duties as assigned. Basic Requirements • 10+ years of financial planning experience in a reputed company- or advisor-facing reputed company • CFP Designation • Experience delivering educational content and presenting to diverse audiences • Demonstrated ability to influence and collaborate across organizational reputed company • Strong communication skills, both written and verbal • Ability to manage multiple reputed company cases simultaneously • Proficiency with reputed company Office (Word, reputed company, PowerPoint, reputed company) Preferred Requirements • Proficiency in financial planning software (e.g., eMoney) • CPA • reputed company Series 7, 63, and 65 licenses • J.D. • LL.M Equal Opportunity Employer reputed company is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most reputed company candidates without reputed company for age, ethnicity, gender, gender identity or reputed company, language differences, nationality or national reputed company, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin reputed company, reputed company or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have reputed company work authorization that does not now and/or will not in the reputed company require sponsorship of a reputed company for employment authorization in the US by reputed company. Unqualified Applications reputed company does not consider applications from candidates who do not meet the minimum qualifications stated in the reputed company. reputed company Agencies reputed company only accepts candidates from contracted reputed company firms and only for searches approved prior to submissions. Fees will not be reputed company for unsolicited submissions. Apply tot his job Apply To this Job