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Trust and Estates/Attorney/In House/Akron, Ohio
Refer job# WWLI31425
Wealth Financial Planning Advisor The candidate will be responsible for the financial planning process in Bank. Will use expertise in asset preservation and protection to provide comprehensive, integrated, and highly personalized financial services to high net worth individuals and families, often to people of substantial inherited or self-made wealth. Planning and advisory services are generally focused around asset management, personal financial planning, wealth preservation and intergenerational planning, estate planning, tax minimization, philanthropy, and multi-family office services.

The candidate should have Bachelor's or advanced degree (MBA) and CFP certification. MBA, J.D. degree, or CFP preferred. Completion of professional seminar courses related to financial planning desired. Must have 10+ years of financial planning or related industry experience, particularly in a family office setting. Professional licenses such as Series 7, Series 66, Life and Health Insurance a plus. High level of proficiency with financial planning applications (NaviPlan) needed.
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