High-Net-Worth Client Acquisition Strategist

Execute high-net-worth client acquisition and development strategies in partnership with financial advisors. Engage clients and prospects, develop tailored prospecting approaches, and help deliver customized wealth solutions involving financial planning, trust and estate planning, investment management, and tax strategies.

Responsibilities

• Partner with financial advisors to attract, retain, and deepen high-net-worth client relationships.
• Coach advisors on high-net-worth strategies tailored to clients' unique circumstances.
• Develop and guide customized presentations for advisors, clients, and prospective clients.
• Explain complex wealth-planning concepts in an understandable and actionable way.
• Position firm resources and services to address clients' complex financial needs.
• Collaborate with firm teams to develop comprehensive wealth-structuring strategies.

Required Skills

• High-net-worth client acquisition
• Financial planning
• Trust planning
• Estate planning
• Investment management
• Tax strategy
• Wealth structuring
• Prospect strategy development
• Client presentations
• Financial services product positioning