Manager - High Net Worth Planning Strategist

As a High Net Worth Planning Strategist, you will collaborate with internal partners and advisors to develop and consult on complex financial planning strategies for high-net-worth clients. This role requires expert knowledge in estate, retirement, business, and tax planning to create comprehensive solutions.

• Develop financial planning strategies for high-net-worth clients
• Consult with advisors and internal partners
• Expert knowledge in estate, retirement, business, and tax planning
• Prepare case strategies and recommendations
• 5-7 years financial planning experience
• Experience with HNW market segment

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.