Job Description
The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m +). As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams. We are looking for a confident, poised and approachable person to join the team to provide indispensable service to our Financial Advisors and clients.
This role can sit in the West Region or at the home office in St Petersburg, FL
**Essential Duties and Responsibilities:**
+ Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.
+ Assist in the utilization of financial planning software to provide...
This role can sit in the West Region or at the home office in St Petersburg, FL
**Essential Duties and Responsibilities:**
+ Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.
+ Assist in the utilization of financial planning software to provide...
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