Your job as a Senior Wealth Strategy Associate is to develop various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm and your knowledge of financial planning, tax and investing strategies, insurance, pension plans, estate plans and cash flow management. You participate with Financial Advisors in client conversations to gain information needed to develop tailored plans and present planning recommendations. You prepare financial plans and investment strategies for clients and actively participate in presenting proposals to clients. CFP® designation is required for this role.