State Licensed High Net Worth Strategist
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Manager, High Net Worth Planning
Strategist.
Key Responsibilities
Demonstrate knowledge of complex financial planning concepts
including legacy/estate, retirement, business, and tax planning
strategies
Ensure accurate and timely case documentation and prepare case
strategies and recommendations for high-net-worth clients
Collaborate with cross-organizational teams to develop
comprehensive solutions for high-net-worth client cases
Required Qualifications
5-7 years of financial services experience
Bachelor's degree or equivalent
Active FINRA Series 7, 66 (63 & 65) or ability to obtain within 90
days
Keywords: VirtualVocations, Costa Mesa , State Licensed High Net Worth Strategist, Other , Vista, California
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