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.
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Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance.
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Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
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Partner with legal, tax, and other professionals to deliver holistic financial advice.
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Maintain accurate records of client information and planning activities.
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Ensure compliance with all relevant laws, regulations, and internal standards.
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Collaborate with internal teams to enhance the overall client experience.
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Build and maintain a network of internal and external sources to drive new business.
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Stay current on financial planning trends, tax law changes, and regulatory updates.
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Represent the bank in community events to build visibility and attract new prospects.
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Support business growth by acquiring new assets from existing and prospective clients.
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Perform other duties as needed.
Requirements For Success:
- Experience & Education
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5+ years of financial planning experience.
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Bachelor’s degree in a business-related field or equivalent experience.
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Certified Financial Planner (CFP) designation required.
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Preferred: JD or CPA credentials.
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Skills & Competencies
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Deep understanding of financial markets, estate and tax planning, and retirement strategies.
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Strong analytical and communication skills—both written and verbal.
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Ability to work independently and collaboratively across teams.
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Professional presence and interpersonal skills to build trust with clients.
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Experience with financial planning software and tools.
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Bonus Skills
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Advanced degrees or certifications (JD, CPA).
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Specialized training in financial planning or wealth management.
Conditions of Employment:
- Must be able to pass a criminal background & credit check
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This is a full-time, non-remote position
FLSA Status:
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.
Pay Range: USD $0.00 - USD $0.00 /Yr.
