A privately owned wealth management company is looking to add an attorney with financial planning and estate planning experience as a Private Client Strategist to their team. This position will service High Net Worth and Ultra High Net Worth clients by analyzing all pieces of the client’s financial life and working with a team of Wealth Strategists to create and execute a complex financial plan tailored to their client’s needs and goals.
This role is 100% remote and on a collaborative and flexible team. Qualified applicants will have 5-10 years of financial planning and estate planning experience and the following designations: JD, CFP, and FINRA Series 7 & 66. CPA or advanced designations such as CFA, CTFA, CWS, MBT, or a Tax LLM are a plus.
Please apply or reach out to TWilliams@skywatersearch.com with interest.
