Private Client Strategist
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.
Submit Your Resume
ABOUT SKYWATER SEARCH
Start with your Short List
Led by a group of seasoned search industry professionals, SkyWater Search Partners brings new focus to a novel concept, “Short List Search.” Our purpose is to leave a lasting impression on the clients we serve by providing individuals who will make a measurable difference in their business. We strive to consistently deliver great results to our clients in a very timely manner.
Practice Areas
Our practice areas are led by highly experienced executive recruiters who take great care in fully understanding client requirements and candidate qualifications.
• Accounting and Finance
• Information Technology
• Operations
• Engineering
• Sales
• Marketing
• Human Resources
• Legal
• Construction
• Supply Chain
• Consumer Package Goods (CPG)
Founded on long-standing relationships and hundreds of successful placements throughout the Twin Cities business community, SkyWater Search Partners is a proven resource for clients and candidates looking to quickly and confidently explore their “short list” of best choices. Count on us to find the best people – and the best fit.
