Wealth Strategist - Oklahoma United States - 45862



JOB DESCRIPTION

Job #: 45862
Title: Wealth Strategist
Job Location: Oklahoma - United States
Remote Job: No
Employment Type:
Salary: contact recruiter for details
Other Compensation: + Bonus
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


The Wealth Strategist position is a superb opportunity to work in a new Advanced Planning Unit. Work for a company recognized as a “Best Place to Work” and has had remarkable growth.

  • You can reside wherever a branch is in Arkansas, Kansas City, Southwest Missouri, or Oklahoma.
  • This is a new initiative, and you will have the opportunity to grow with the Advanced Planning Group.
  • This is purely Advanced Planning without sales.
  • You will receive prequalified clients.
  • There is a tax attorney on retainer to assist with the more complex accounts.
  • You can reside wherever there is a branch in Arkansas, Kansas City, Southwest Missouri, or Oklahoma

JOB DESCRIPTION

As Wealth Strategist, your duties will include:

  • Review financial, tax, retirement accounts, and assets of HNW clients.
  • Develop an estate flow chart to present and explain to HNW clients the current status of their estate
  • Work with client advisors and trust wealth advisors when presenting the comprehensive estate plan
  • Work with the client’s attorney or CPA to implement the plan

QUALIFICATIONS

As Wealth Strategist, you will have:

  • A team player mindset, customer service, and the team come first.
  • Eight to ten years experience
  • Experience with and understanding of financial, tax, and estate strategies
  • Must have experience flowcharting estate plans
  • Experience presenting estate plans and flow charts to HNW clients
  • Bachelor’s degree
  • CPA, CTFA, or JD preferred
  • FINRA Series 7, 66, and Life Insurance are a plus but not required
  • Additional certifications are a plus but not required.

Education:
University - Bachelor's Degree/3-4 Year Degree

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