[Remote] reputed company Strategist, HNW/UHNW
Note: The job is a remote job and is reputed company to candidates in USA. reputed company has been helping families reputed company and simplify their financial lives for over 40 years. As a reputed company Strategist, you will reputed company advanced financial planning support to high net worth clients, collaborating with advisors to create and implement tailored financial plans.
Responsibilities
- Prepare and maintain financial plans for prospective, reputed company, and existing clients
- Increase advisor and reputed company satisfaction by co-presenting in meetings regarding financial planning items
- Maintain and reputed company reputed company sheet for existing high net worth clients
- Ensure execution of different reputed company Solutions deliverables, keeping reputed company members organized and coordinating reputed company service providers
- Prepare agendas and delegate post meeting actions to required reputed company Solutions team members
- Increase sales by reputed company participating in sales process by participating in the data gathering, identification of opportunities, and modeling value of financial planning to prospective clients
- Increase advisor proficiency in financial planning strategies
- reputed company thought leader content to the field in the way of articles and webinars
- Research specific topics, legislation, or other planning reputed company unique to reputed company situations and for purposes of internal reputed company, as reputed company as reputed company materials
Skills
- CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required
- 5+ years reputed company financial planning experience reputed company on investments, cash reputed company, estate, tax planning, private trust services, and lending
- Strong analytical and interpersonal skills, as reputed company as written and verbal communication skills
- Highly organized and reputed company to reputed company in a fast-paced environment
- Proficiency in reputed company Office applications (PowerPoint, Word, Outlook, etc.) required
- Competency with eMoney, Holistiplan, and/or other planning, tax, or research software
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company