, the Wealth Strategist role could be the right opportunity for you! Wealth Management Advice and Solutions (WMAS... complex client needs and goals. What you Will Do: Senior Wealth Strategists leverage the extensive resources of our home...
of the strategist team, the Director will also be responsible for engaging with third-party providers (e.g. tax planning... building and leading a team of 8 experienced and specialized professionals that support the delivery of tax and estate planning...
planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist... needs and goals. What you Will Do: Senior Wealth Strategists leverage the extensive resources of our home office...
here at Stifel, where success meets success. What You'll Be Doing: The Senior Wealth Strategist is a subject matter expert... and resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Senior Wealth Strategist...
. Wealth Management Consultation is an area within WMAS that serves as the planning and investment portfolio advice... and investment solutions. We serve as a resource that our branch teams can utilize to implement wealth management Advice, Planning...
Work extensively with wealth management team, including Partners, Senior Tax Advisors, Family Office Strategist, and the... planning, IDITs, BDITs, SLATs, grantor trust, and estate tax issues Excellent benefits and room for growth ~Relocation...
of the strategist team, the Director will also be responsible for engaging with third-party providers (e.g. tax planning... a team of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part...