- Workplace
- Remote
- Type
- Full-time, Internship
- Source
- iCIMS
Description
Overview
We’re looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you’ll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You’ll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews.
What You’ll Do
- Lead discovery meetings to understand clients’ financial goals, values, and priorities.
- Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance.
- Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
- Partner with legal, tax, and other professionals to deliver holistic financial advice.
- Maintain accurate records of client information and planning activities.
- Ensure compliance with all relevant laws, regulations, and internal standards.
- Collaborate with internal teams to enhance the overall client experience.
- Build and maintain a network of internal and external sources to drive new business.
- Stay current on financial planning trends, tax law changes, and regulatory updates.
- Represent the bank in community events to build visibility and attract new prospects.
- Support business growth by acquiring new assets from existing and prospective clients.
- Perform other duties as needed.
Requirements For Success
- Experience & Education
- 5+ years of financial planning experience.
- Bachelor’s degree in a business-related field or equivalent experience.
- Certified Financial Planner (CFP) designation required.
- Preferred: JD or CPA credentials.
- Skills & Competencies
- Deep understanding of financial markets, estate and tax planning, and retirement strategies.
- Strong analytical and communication skills—both written and verbal.
- Ability to work independently and collaboratively across teams.
- Professional presence and interpersonal skills to build trust with clients.
- Experience with financial planning software and tools.
- Bonus Skills
- Advanced degrees or certifications (JD, CPA).
- Specialized training in financial planning or wealth management.
Conditions of Employment
- Must be able to pass a criminal background & credit check
- This is a full-time, non-remote position
FLSA Status:
- Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
