Wealth Consultant II – responsible for providing ongoing professional planning advice on complex strategies to branch teams and high‑net‑worth clients.
Responsibilities
Develop solution-based wealth planning strategies for high‑net‑worth clients with complex needs using a team approach.
Personalize strategies around issues affecting affluent clients, including pension plans, holding companies, and charitable donations.
Simplify complex strategies for branch teams and clients.
Communicate with financial advisors and clients to gain understanding of client needs, assist in documenting client goals, articulate investment strategy and recommendations, identify expertise needed, and build relationships.
Contribute to division objectives, projects, and initiatives to better serve branch teams and high‑net‑worth clients.
Provide support to senior wealth strategists in preparation of client deliverable...