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Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role? If you answered yes to these questions, the General Wealth Strategist role could be the right opportunity for you!
Department: Client Strategies Group - Solutions & CEI Consultation
The Client Strategies Group is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Client Consultation Group, a team within CSG, exists to provide branch teams with a single point of contact at the home office to help branches more deeply serve high net worth clients with complex needs.
General Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their high net worth clients with complex needs. This position plays a critical role in serving as the primary point of contact between the two groups. You will be called upon as a subject matter expert on the firm's full suite of financial planning tools and how they're leveraged to help clients define their financial goals and identify solutions to keep them on-track. Additionally, you will apply knowledge of financial planning disciplines to unique client circumstances
You'll be joining a team of 15 high-energy associates (as part of a larger department with 50+ associates across two countries), with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity.
Develop solutions-based recommendations for high-net worth clients with complex needs using a team approach which requires technical knowledge for a particular subject matter area in addition to broader financial concepts.
Present recommendations to advisors and clients as part of a team or individually.
Participate in departmental projects and initiatives in order to more deeply serve branch teams and high-net worth clients.
Qualifications Required for the Job: Knowledge, Skills and Abilities
3+ years of industry experience strongly preferred
Bachelor’s degree in Business, Finance, Accounting or Law required
Series 7 & 66 required or attainable within 6 months of hire
Certified Financial Planner (CFP®) or Certified Financial Analyst (CFA) required or process to begin within 6 months of hire and must actively pursue consistent with department policy.
Exceptional written, verbal, organizational, and communication skills – ability to simplify the complex
Personal initiative and ability to collaborate
Strong understanding of Company processes including the implementation of the financial planning process
Understanding and alignment with the firm values, beliefs, policies, procedures as well as business objectives
At Company, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Company currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Awards and Accolades
For the 19th year, Company was named one of the “100 Best Companies to Work For®” by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.
Company does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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