Well established RIA seeks Senior Wealth Strategist in Virginia to counsel clients regarding financial planning, wealth management, trust services, and investment advisory.

• Work with select book of client relationships, while developing personalized wealth plans that align with clients' objectives, estate, tax, trust, income, cash flow requirements, expenses, assets, etc.
• Subject matter expert on all technical issues
• Liaise with external counsel and advisors to develop holistic solutions for clients
• Strong client facing skills
• No new business requirements; emphasis is on providing high-touch client service
• Strong proficiency in financial planning software and tools
• Requires 5+ years tax, estate, or financial planning experience
• JD or CPA preferred; will train HNW Tax or Trust/Estate attorney from a law firm
• 40 hour work week; no overtime, no weekends
• Congenial office atmosphere, very family friendly and flexible
• Excellent benefits provided
  

                                                  ~Relocation Assistance Available~