Job Closed
This listing is no longer active.
Senior Wealth Strategist
Location
United States
Posted
133 days ago
Salary
$125K - $350K / year
Seniority
Senior
No structured requirement data.
Job Description
Senior Wealth Strategist
Clark Capital Management Group
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives. - Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics. - Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients. - Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamics, and other risks. - Quickly identify, pursue, and present solutions aligned with the best interests of the client. - Participate in client meetings and work within a team environment to deliver integrated planning services. - Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables. - Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors. - Keep abreast of legislative and tax changes. - Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors. - Cultivate and maintain relationships with Advisors directly and in partnership with colleagues. - Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues. - Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients. - Coach and mentor colleagues on different wealth planning topics. Qualifications - Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding. - Current on innovative wealth planning solutions, including the use of different advanced planning techniques. - Outstanding presentation skills, written and verbal communication skills. - Outstanding Word, Excel, and PowerPoint creation abilities. - Minimum 10 years of experience within a banking, RIA or wire-house culture. - Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning. - CFP, CPA or JD required. - Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred. Requirements - The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month. - Remote within the U.S. - Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected. Compensation - The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors. - We offer a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.
Job Requirements
- Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding.
- Current on innovative wealth planning solutions, including the use of different advanced planning techniques.
- Outstanding presentation skills, written and verbal communication skills.
- Outstanding Word, Excel, and PowerPoint creation abilities.
- Minimum 10 years of experience within a banking, RIA or wire-house culture.
- Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning.
- CFP, CPA or JD required.
- Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred.
- The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month.
- Remote within the U.S.
- Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected.
- Compensation
- The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors.
- We offer a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Senior Associate – Financial Acquisition Analyst
Blake Willson GroupBlake Willson Group (BWG) provides a range of professional services and technology solutions to defense, intelligence, and civilian sectors, leveraging technolo
• Support critical financial operations across federal contracts. • Ensure the accuracy, integrity, and efficiency of financial reporting, invoicing, contract tracking, and process improvements. • Work across multiple financial systems, conduct audits, prepare reports, and collaborate with cross-functional teams to streamline processes and improve operational efficiency. • Complete quality assurance, system uploads, reporting, and provide payment confirmations. • Maintain invoicing records, funding documentation, and manage fund tracking for contracts to ensure compliance. • Analyze financial documents, resolve discrepancies, and assist with funding modifications and ad hoc financial tasks. • Prepare reports for Contract Officers, Contract Officer Representatives, and stakeholders to support informed decision-making. • Navigate and leverage financial systems such as FMMI, Sagent, Oracle Studio, and other tools to generate reports and maintain templates. • Conduct internal and agency audits to ensure contract usage, funding, and financial compliance. • Develop standardized procedures, templates, and tools to improve efficiency, reduce errors, and streamline processes. • Train and coordinate team members, driving collaboration, consistency, and process improvements across departments.
Virtual CFO, Senior Accountant
Anders CPAs + AdvisorsWe're Anders, a dedicated team of CPAs and industry-focused advisors.
• Assist in transitioning clients to cloud-based platforms • Handle day-to-day accounting transactions for complex clients • Complete monthly bank reconciliations • Prepare monthly journal entries and closing of general ledger • Maintain fixed asset schedules and the chart of accounts • Provide timely, accurate and complete financial reports • Maintain an orderly accounting system • Offer financial advice and solutions • Prepare client sales tax returns and other declarations • Comply with reporting requirements
Senior Value Advisory Director – Finance
Coupa SoftwareSpend is the fuel to help your company deliver performance, profitability, and purpose!
• Partner with account teams (AEs, Solution Advisory, Coupa Spend Lab) throughout the sales lifecycle to shape deal strategy, align on value hypotheses, and create compelling commercial narratives. • Lead high-quality discovery with senior and executive stakeholders to understand strategic objectives, current processes, pain points, and organizational constraints across the sourcing, procurement, supply chain, finance, and treasury functions. • Develop business cases and ROI models that synthesize complex datasets, benchmark performance, and quantify achievable outcomes across improved savings rates, increased spend capture, process improvements, and working capital optimization. • Create and deliver executive-level presentations that clearly communicate findings, recommendations, and target metrics with a strong storytelling arc. • Guide account teams as a deal captain, ensuring value is consistently positioned, integrated into the sales strategy, and reinforced throughout the cycle. • Contribute to territory and account planning, identifying where value-led conversations can unlock pipeline and accelerate customer engagement. • Mentor and elevate Value Advisory peers, sharing frameworks, best practices, and content development, and insights.
Senior Performance Copywriter, Personal Finance
Launch PotatoLaunch Potato is on a mission to build and scale digital brands by solving complex problems in product development, engineering, data science, creative, and mor
• Drive measurable growth by creating, adapting, and optimizing direct response copy across high-impact campaigns and placements, ensuring alignment with internal and partner goals, platform best practices, and compliance standards. • Adapt and iterate on proven copy frameworks: Translate winning structures (listicles, ads, FALPs, landing pages) to new partners, offers, placements, and channels. • Assist with general creative output: This includes development of short-form ad copy like headlines and longer-form assets like listicle creatives, video scripts, and landing pages. • Execute mechanical punch-ups and structured variations: Tighten headlines, body copy, and hooks; produce new iterations based on existing winners to expand testing capacity. • Build and update offer-specific copy: Develop copy for well-defined offers, incorporating feedback and direction from the team. • Support compliance-driven revisions and partner updates: Implement required copy changes due to compliance, product updates, or partner requests across ads and pages. • Develop new paid acquisition headlines and variations: Write and iterate Meta and Google ad headlines by adapting proven angles and collaborating with UA teams. • Contribute new test ideas and competitive insights: Propose and test new creative derived from market research competitor insights, performance trends, or team collaboration; log and share findings to inform testing strategy.


