Senior Wealth Architect & Family Office Strategist

Stifel Financial

Birmingham, AL

JOB DETAILS
SKILLS
Analysis Skills, Asset Management, Communication Skills, Estate Planning, Financial Planning, Financial Services, Financial Strategy, High Net Worth, Sales Management, Strategic Planning, Tax Planning, Wealth Management
LOCATION
Birmingham, AL
POSTED
4 days ago

A leading financial services firm is seeking a Senior Wealth Manager/Financial Strategist to provide expert financial advice and develop tailored strategies for high-net-worth clients. This role requires extensive experience in financial planning, estate planning, and tax optimization, along with strong analytical and communication skills. Join a dedicated team that manages substantial client assets and operates with high integrity.#J-18808-Ljbffr

About the Company

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Stifel Financial