Wealth Planning Analyst, HNW Planning
Milwaukeeonsitemid$131K – $196K
Posted 3 days ago · via Workday
About this role
About the Job: In support of Strategic Planning Strategies’ subscribers and their high-net-worth clients, the Wealth Planning Analyst will be a dedicated resource and member of the client-facing Sophisticated Planning Strategies team. Acting in a specialist capacity, the role entails utilizing advanced planning knowledge in the U/HNW space, including strong high-net-worth planning expertise and advanced insurance planning knowledge; providing top-tier, highly customized financial planning and insurance strategies and expertise to advisors and their valued prospects and clients.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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