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Senior Wealth Strategist job at Financial Recruiters International Las Vegas, NV, US - mintshub.com

Senior Wealth Strategist Job at Financial Recruiters International, Las Vegas, NV

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  • Financial Recruiters International
  • Las Vegas, NV

Job Description

Our client is an award-winning multi-state bank that is expanding its presence in the local market and is dedicated to serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong commitment to excellence, they are building a team of top-tier professionals to deliver personalized wealth management and trust services.

The Opportunity

We are seeking a Senior Wealth Strategist to play a pivotal role in managing the bank’s rapidly expanding HNW and UHNW client segment. This position offers the chance to work directly with elite clients, providing highly personalized financial strategies tailored to their unique needs.

Key Responsibilities

  • Develop and execute sophisticated wealth strategies for HNW and UHNW individuals.
  • Serve as a trusted advisor, building deep relationships and delivering personalized financial solutions.
  • Collaborate with internal teams to optimize wealth management services, estate planning, and trust solutions.

Ideal Candidate Profile

  • Extensive experience in wealth management, trust, and estate planning in a Bank environment.
  • Proven track record of working with high-net-worth clients.
  • Strong financial acumen and deep understanding of wealth strategy development.
  • Ability to thrive in a client-focused, relationship-driven environment.

Education and Experience

  • Bachelor’s in Finance, Economics, Financial Planning or a related field.
  • CFP, JD, CPA, MBA, Preferred but not required.

Job Tags

Local area,

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