[Remote] Sr. Financial Planning Strategist

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company seeking a technically skilled and service-oriented Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role provides advanced financial planning solutions to advisors, including estate, business succession, tax, trust, insurance, and retirement planning, while researching reputed company issues, presenting recommendations, monitoring industry developments, and mentoring colleagues.

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

Skills

• Bachelor's degree required
• • 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)
• 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
• • Proficiency in financial planning software (e.g., eMoney)
• • CPA
• • reputed company Series 7, 63, and 65 licenses
• • J.D
• • LL.M

Benefits

• Annual bonus
• Health insurance
• reputed company insurance
• Dental insurance
• 401k
• reputed company time away
• Volunteer days
• reputed company requiring a minimum of 4 days weekly in the office for non-remote employees
• Remote applicants may potentially be considered for this role

reputed company