Client Strategies Specialist (Wealth Management)

Location: Remote - United States

Base salary: $110,000–$125,000 per year

Company

A long-established financial services organization providing life insurance, annuities, wealth management, and institutional asset management through financial professionals across the United States.

What you will do

• Gather, organize, and analyze client financial information, including assets, liabilities, insurance, tax, estate, and investment data.
• Construct and present comprehensive financial plans for prospective and existing clients, including high-net-worth individuals and business owners.
• Prepare analyses covering retirement, cash flow, investment allocation, education funding, Social Security, tax, estate, wealth transfer, insurance, and risk management needs.
• Partner with financial professionals and internal and external specialists to develop and implement customized client strategies.
• Prepare client-facing materials, guide planning conversations, document recommendations, and track follow-up actions.
• Improve planning workflows, documentation standards, quality control, technology adoption, reporting metrics, and project management.

Requirements

• Bachelor’s degree in financial planning, finance, economics, business, accounting, or a related field.
• At least five years of experience in client-facing financial planning, wealth management, advisory, investment, or related financial services.
• CFP certification or active progress toward the credential.
• Active Series 7 and Series 63/65 or Series 66 licenses, or the ability to meet licensing requirements within the designated timeframe.
• Experience with financial planning platforms such as eMoney, RightCapital, or MoneyGuidePro.
• Strong analytical, communication, organizational, client service, confidentiality, and follow-through skills.

Culture & Benefits

• Full-time employment in a remote United States role.
• Client-first service approach grounded in professionalism, discretion, empathy, and fiduciary principles.
• Cross-functional collaboration with investment, insurance, estate, tax, client service, sales support, and advanced sales specialists.
• Focus on continuous improvement, quality control, technology adoption, and efficient planning delivery.