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Senior Wealth Strategist - Tax Expert
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
Key Responsibilities Serve as a subject matter expert for complex tax planning cases and legislative impacts Communicate with financial advisors and clients to understand needs and document goals Lead initiatives and projects to enhance service for branch teams and clients
Required Qualifications 9+ years of experience in the Financial Services Industry Bachelor's degree in business, Finance, Accounting, or Law required Series 7 and 66 licenses required within 6 months of hire Insurance license required within 6 months of hire CFP designation and CPA or advanced degree in complex tax preferred
Position Requirements
10+ Years
work experience
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