Senior Wealth Strategist

4 weeks ago

Reno, Nevada, United States NFP Full time
Job Summary

We are seeking a highly skilled and experienced Senior Wealth Strategist to join our team at NFP. As a key member of our wealth management team, you will be responsible for developing and implementing comprehensive financial plans for our clients.

Key Responsibilities
  • Lead and/or support other advisors in the management of client engagements.
  • Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience.
  • Execute investment and planning activities, including rebalancing portfolios, money movements, and tax planning.
  • Actively service client accounts by performing and/or coordinating administrative tasks.
  • Initiate and field client calls on various topics and miscellaneous requests.
  • Assist with the development of client financial plans using financial planning software.
  • Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
  • Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
  • Create proposals for prospective clients.
  • Coordinate with clients' attorneys, accountants, and other professionals as needed.
Requirements
  • CFP designation required.
  • Minimum 5 years of wealth management experience.
  • Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law, or related experience.
About Us

NFP is a leading provider of wealth management and financial services. We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. We believe that true excellence can only be achieved in an environment where every employee feels empowered and included.

We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

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