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.
- Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance.
- Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
- Partner with legal, tax, and other professionals to deliver holistic financial advice.
- Maintain accurate records of client information and planning activities.
- Ensure compliance with all relevant laws, regulations, and internal standards.
- Collaborate with internal teams to enhance the overall client experience.
- Build and maintain a network of internal and external sources to drive new business.
- Stay current on financial planning trends, tax law changes, and regulatory updates.
- Represent the bank in community events to build visibility and attract new prospects.
- Support business growth by acquiring new assets from existing and prospective clients.
- Perform other duties as needed.
Requirements For Success:
- Experience & Education
- 5+ years of financial planning experience.
- Bachelor’s degree in a business-related field or equivalent experience.
- Certified Financial Planner (CFP) designation required.
- Preferred: JD or CPA credentials.
- Skills & Competencies
- Deep understanding of financial markets, estate and tax planning, and retirement strategies.
- Strong analytical and communication skills—both written and verbal.
- Ability to work independently and collaboratively across teams.
- Professional presence and interpersonal skills to build trust with clients.
- Experience with financial planning software and tools.
- Bonus Skills
- Advanced degrees or certifications (JD, CPA).
- Specialized training in financial planning or wealth management.
Conditions of Employment:
- Must be able to pass a criminal background & credit check
- 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 $103,664.00 - USD $171,860.00 /Yr.
