This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Description
We are just as complex as clients' challenges...we integrate strategy, people, and wealth management to help clients endure. We've been trusted advisors to 300+ privately held businesses, families, and individuals across a span of over 35 years. And we are just getting started...
What are YOU looking for?
You want the opportunity to learn and grow ...constantly.
You want to join a company that focuses on accentuating your strengths -not your weaknesses.
You are ready to utilize your energy , intelligence , and skill set .
You are energetic and want to be part of a growing business .
You have experience and are not afraid to use it .
You love solving complex financial challenges faced by equally complex client situations.
You want to work with others ...and have a healthy dose of independent work time .
General Position Summary
As a Senior Wealth Planning Strategist, you will:
Conduct research and develop financial analyses and plans
Review documents, analyze client situations, and identify actionable insights
Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.
Execute, maintain, and update client models, programs, and plans
Responsibilities
$49
Qualifications
$4a
Worksite address
allentown, PA, 18103, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.