๐Ÿ’ผ Senior Financial Planning Strategist

Company
Gilbert & Cook, Inc
Location
West Des Moines, IA
Date posted
2025-01-07
Job Type
None
Industry
Accounting / Finance
Description
Senior Financial Planning Strategist Are you seeking a growing private wealth management firm thatโ€™s committed to empowering clients with comprehensive financial strategies for confident financial journeys? Do you thrive in an ensemble-based culture that values teamwork, continuous growth, and client-centered service delivered with precision and empathy? If so, Gilbert & Cook could be the perfect fit for you โ€”offering a collaborative environment where your expertise makes a lasting impact....See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management