Attorney in Minneapolis, MN

In-House

Minneapolis, MN

Attorney in Minneapolis, MN

Non-practicing Attorney

No

Senior Wealth Planning Strategist to join our team at a top financial services company in Minneapolis, MN. This is a full-time position with a competitive salary and benefits package.

Salary Information:
- Competitive salary based on experience and qualifications
- Comprehensive benefits package including medical, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off and holidays

Job Title:
Senior Wealth Planning Strategist

Experience Information:
- Minimum of 5 years of experience in wealth planning or related field
- Strong understanding of financial planning and investment strategies
- Experience working with high net worth clients

In this role, you will be responsible for providing advanced wealth planning strategies to high net worth clients. You will work closely with clients to understand their financial goals and develop customized plans to help them achieve those goals. You will also collaborate with other wealth management professionals, such as financial advisors and estate planning attorneys, to provide comprehensive solutions for clients.

Key Responsibilities:
- Develop and implement customized wealth planning strategies for high net worth clients
- Conduct thorough analysis of clients' financial situations, including investments, taxes, and estate planning
- Collaborate with other wealth management professionals to provide comprehensive solutions for clients
- Stay up-to-date on industry trends and changes in tax laws and regulations
- Act as a trusted advisor to clients and build long-lasting relationships
- Provide guidance and mentorship to less experienced wealth planning professionals

Qualifications:
- Bachelor's degree in finance, accounting, or related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 5 years of experience in wealth planning or related field
- Strong understanding of financial planning and investment strategies
- Excellent communication and interpersonal skills
- Ability to work independently and in a team environment
- Detail-oriented and able to manage multiple projects simultaneously

Company:

Department:
Wealth Sales & Service

H1: Join Our Team as a Senior Wealth Planning Strategist
H2: Responsibilities and Qualifications

Bold Headlines:
- Competitive Salary and Benefits Package
- Experienced Senior Wealth Planning Strategist Wanted
- Comprehensive Wealth Planning Strategies for High Net Worth Clients
- Collaborate with Top Wealth Management Professionals
- Trusted Advisor and Mentor for Clients
- Join a Top Financial Services Firm with a Long History of Success
- Work in the Wealth Sales & Service Department as a Senior Strategist