Multi Family Office - RM / Wealth Strategist
On-site · Tennessee, United States
Job Summary
Relationship Manager / Wealth Strategist leads comprehensive financial planning, wealth management, investment advisory, and trust services for high-net-worth clients. Responsibilities include leading or participating in client meetings, applying fiduciary and tax planning knowledge, drafting analyses of financial plans, preparing reports and presentations, supporting business development, managing risk, maintaining planning tools, mentoring junior strategists, and promoting the firm’s services through client and community engagement. Requires a Bachelor’s degree in business or related field and seven+ years of experience in financial planning, estate planning, or tax planning; advanced designations (CFP, CPWA, JD, CPA, etc.) preferred. Strong technical knowledge in financial planning, trust and estate planning, and investment advisory; proven ability to lead client relationships in a collaborative, team-based environment.
Required Qualifications
- Bachelor’s degree in business or related field
- Seven or more years of experience in financial planning, estate planning, or tax planning
- Strong technical knowledge in financial planning, trust and estate planning, and investment advisory services
- Ability to lead client relationships and collaborate within a team-based environment
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