Senior Financial Consultant
1 month ago
Well established RIA seeks Senior Relationship Manager/Wealth Planner in Virginia to counsel clients regarding financial planning, wealth management, trust services, and investment advisory.
Work with select book of client relationships, while developing personalized wealth plans that align with clients' objectives, estate, tax, trust, income, cash flow requirements, expenses, assets, etc.
Subject matter expert on all technical issues
Liaise with external counsel and advisors to develop holistic solutions for clients
Strong client facing skills
No new business requirements; emphasis is on providing high-touch client service
Strong proficiency in financial planning software and tools
Requires 5+ years tax, estate, or financial planning experience
JD or CPA preferred; will train HNW Tax or Trust/Estate attorney from a law firm
40 hour work week; no overtime, no weekends
Congenial office atmosphere, very family friendly and flexible
Excellent benefits provided
~Relocation Assistance Available~
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