About this role
Wealth Strategist
You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base. You’ll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you’ll do that year after year with persistence and patience. You’ll take a long term consultative approach with prospective clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies.You’ll cultivate internal and external personal and professional networks to identify new client re