Team Overview:
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 background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you! 

Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.  The Client Consultation Group partners with branch teams to deliver a comprehensive review and analysis of client's financial planning needs and provides tailored financial strategies to help clients reach their goals.

What You Will Do:
Senior Wealth Strategists leverage the extensive resources of our home office to support our financial advisors in serving their clients with complex needs. This position is critical in serving as the primary contact between the two groups. You will be called upon as a financial planning subject matter expert, on the firm's full suite of financial planning tools, investment offerings 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 and work directly with branch teams and their clients. You'll be joining a team of high-energy associates, with tenure ranging from years to decades, dedicated to personal development, inclusion and diversity, and partnering with financial advisors as part of the client team.

Responsibilities include:

Develop Goals based strategies for clients with complex needs using a team approach which requires specific technical knowledge in a particular subject matter area.Communicate with financial advisors and clients to gain understanding of client's needs, aide in documenting client goals, articulate investment and financial planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and help build relationships with clients and financial advisorsServe as a subject matter expert for a specific topic that supports the creation of goals-based and financial planning recommendations for clients with complex needs.Lead firm goals, projects and initiatives to better serve branch teams and clients.Drive department/team wide goals, projects and initiatives to better serve branch teams and clients.Serve as subject matter expert for complex cases requiring deep technical knowledge and financial planning experience and have a strong understanding of upcoming rules/regulations and impacts to their area of expertise and financial planning conceptsStay abreast of financial planning concepts, market trends, investment opportunities, changes in financial regulations, etc. and share subject matter expertise with team, Financial Advisors, and clients