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Wells Fargo · 1 day ago

Senior Lead Wealth Planning Strategist

Boston, MA

Full-time

Hybrid

Senior Level, Lead/Staff

$185K/yr - $300K/yr

7+ years exp

Wells Fargo is a leading financial services company, and they are seeking a Senior Lead Wealth Planning Strategist to deepen client relationships and develop new ones. The role involves providing customized wealth planning advice, collaborating with Advisors, and focusing on various financial analyses to support high-net-worth clients.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives

Work with Advisors to develop business opportunities with clients and prospects

Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies

Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions

Coach and educate Advisors to independently implement wealth planning advice to other clients

Prioritize consulting and interactions with Advisors to serve largest and most complex clients

Present wealth planning advice during client meetings in clear, concise, and actionable manner

Collaborate with internal and external partners to promote wealth planning both internally and externally

Adhere to all planning and risk protocols and procedures

Qualification

Wealth Planning ExperienceFinancial Planning ExperienceU/HNW Client ExperienceAdvanced DegreesProfessional DesignationsClient Relationship ManagementCoaching AdvisorsCollaboration SkillsPresentation Skills

Required

7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions

10+ years of wealth transfer and planning experience with U/HNW clients

Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred

Deep experience with clients in the $25+ million net worth segment

Professional network and local market knowledge in location and location markets