Job Details

The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within the department by facilitating education on wealth planning topics and tools. Identifies revenue-generating opportunities for existing and prospective clients. Serves as the primary expert on highly complex issues and strategies, providing leadership and coaching for less experienced associates in the department. #LI-MP 1 Responsibilities. Wealth Planning - Leads the design and presentation of wealth planning recommendations to clients and prospects. Discovers potential revenue-generating opportunities related to the client's planning process. Manages wealth planning workflow process. Monitors and disseminates best practices for wealth planning associates. May participate in department or Bank client events to build relationship...Wealth, Financial Planning, Strategist, Planning, Senior, Technology, Management, Banking