About this opportunity
United Community lists this Senior Wealth Strategist for High-Net-Worth Clients opportunity in brentwood, Tennessee. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you'll conduct in-depth assessments, collaborate with other professionals, and ensure compliance with regulations. The ideal candidate will have over 5 years of experience in financial planning, a Bachelor's degree, and a CFP designation. Excellent communication and analytical skills are necessary. This role offers the chance to significantly impact clients' financial success.
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Worksite address
brentwood, TN, 37027, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.