💼 Wealth Strategist
- Company
- Talent Software Services
- Location
- Lake Elmo, MN
- Date posted
- 2024-11-19
- Job Type
- permanent
- Industry
- Accounting / Finance
- Description
- Wealth Strategist Job Summary: Talent Software Services is in search of a Wealth Strategist for a direct placement position in Lake Elmo, MN(Hybrid). Position Summary: Our Wealth Strategists partner with client's sales professionals to provide advanced financial planning services to clients with intricate financial situations, including business owners, executives, high-net-worth individuals, and multigenerational families. Wealth Strategists act as a key resource and advisor, delivering...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
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