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Navitas Credit Corp. · 12 hours ago

Wealth Strategist

Orlando, FL

Full-time

Onsite

Mid, Senior Level

$104K/yr - $172K/yr

5+ years exp

Navitas Credit Corp. is seeking a seasoned and client-focused Wealth Strategist to develop personalized financial plans for high-net-worth clients. The role involves collaborating with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and enhance client relationships.

BankingFinancial Services

Responsibilities

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

Qualification

Certified Financial PlannerFinancial planning experienceFinancial markets knowledgeFinancial planning softwareAnalytical skillsCommunication skillsInterpersonal skillsTeam collaboration