Basic Qualifications - Bachelor's degree or equivalent work experience - Typically 10 or more years of weath planning experience Preferred Skills/Experience - Strong client presentation skills - Proficiency to learn and present with planning software - Basic knowledge of financial planning concepts - Ability to independently learn complex planning concepts & software -JD, CPA, CTFA, CFP and/or advanced degree - Extensive knowledge of Wealth Management products & services - Problem solving and analytical skills - Effective verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.