Senior Wealth Strategist jobs in United States
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TWM Executive Search · 1 month ago

Senior Wealth Strategist

positionTexas, United States
timeFull-time
remoteOnsite
senioritySenior Level
date7+ years exp

TWM Executive Search is seeking a Senior Wealth Strategist to join an established Wealth Planning Team at a top-tier financial services firm in Texas. The role involves serving as a subject matter expert for Financial Advisors and their high-net-worth clients, providing consultation on various wealth planning strategies.

Staffing & Recruiting
Hiring Manager
Gary Teigman
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Responsibilities

Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable planning
Provide consultation on business succession planning, multi-generational planning, and concentrated equity positions
Maintain extensive client contact through personal meetings alongside Financial Advisors and collaboration with clients' external legal and tax advisors
Play a key role in integrating wealth planning as a core part of the client relationship

Qualification

Wealth planningEstate planningCharitable planningBusiness succession planningMulti-generational planningClient relationship managementCollaboration with advisorsJD required

Required

JD required
7+ years' wealth planning experience

Company

TWM Executive Search

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Boutique Executive Search Firm specializing exclusively in the Wealth Management industry.
dateFounded in 2024
location
Lawrence, NY, US
people-size2-10 employees
web-link
http://twmexecutivesearch.com

Funding

Current Stage
Early Stage
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