Waddell & Associates – Senior Wealth Strategist

Waddell & Associates – Senior Wealth Strategist

Website waddellandassoc Waddell & Associates

Waddell & Associates is looking for a Senior Wealth Strategist to provide financial planning and investment advisory services to current and future clients of the firm. This professional will need to have extensive knowledge and experience in providing advisory services to high-net-worth individuals and businesses, including the ability to analyze individual, business, and organizational assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives and goals. As a Senior Wealth Strategist, you must also be able to create comprehensive financial plans, implement investment strategies, and confidently communicate these recommendations to clients. The candidate must be able to form close, trusting relationships with a diverse group of clients.

To apply for this job please visit www.wealthstrategists.com.