Senior Wealth Strategy Associate

Your job as a Senior Wealth Strategy Associate is to develop various wealth management plans and strategies (e.g.,
financial plans, investment plans, etc.). You build tailored plans and strategies based on an understanding of client
needs, goals and risk tolerance by utilizing the tools and resources of the firm and your knowledge of financial
planning, tax and investing strategies, insurance, pension plans, estate plans and cash flow management. You
participate with Financial Advisors in client conversations to gain information needed to develop tailored plans and
present planning recommendations. You prepare financial plans and investment strategies for clients and actively
participate in presenting proposals to clients.