UHNW Private Wealth Strategist - Planning Leader

Hong Kong Study Skills Research Institute

Birmingham, AL

JOB DETAILS
SKILLS
Compensation and Benefits, Financial Planning, High Net Worth, Interpersonal Skills, Research Skills, Strategic Analysis, Strategic Planning, Wealth Management
LOCATION
Birmingham, AL
POSTED
2 days ago

The Hong Kong Study Skills Research Institute is seeking a Private Wealth Strategist in Birmingham, Alabama. This role focuses on providing strategic wealth management analyses for high net worth clients, requiring a Bachelor's degree and at least eight years of financial planning experience.The ideal candidate will have strong interpersonal skills, advanced technical expertise in wealth planning, and desirable qualifications such as a JD or CFP. The position provides comprehensive benefits and a flexible compensation package.#J-18808-Ljbffr

About the Company

H

Hong Kong Study Skills Research Institute