Career Center

WHAT YOU'LL DOThe Wealth Strategist will serve as a wealth planning expert and a resource for high net worth clients and prospects, generating solutions that will include trusts, closely hold business entities and exit strategies, IRAs, executive compensation plans, and charitable entities.Additional Duties:Review and summarize estate planning documents to help advisors and clients understand a client's current plan, identify issues, and make recommendations to enhance planning and minimize taxes.Collaborate with colleagues to provide comprehensive solutions for the advisors, the client, and the client's legal and tax professionals. Participate in meetings with clients and colleagues to discover op