A privately owned wealth management company is looking to add an attorney with financial planning and estate planning experience as a Private Client Strategist to their team. This position will service High Net Worth and Ultra High Net Worth clients by analyzing all pieces of the client’s financial life and working with a team of Wealth Strategists to create and execute a complex financial plan tailored to their client’s needs and goals.
This role is 100% remote and on a collaborative and flexible team. Qualified applicants will have 5-10 years of financial planning and estate planning experience and the following designations: JD, CFP, and FINRA Series 7 & 66. CPA or advanced designations such as CFA, CTFA, CWS, MBT, or a Tax LLM are a plus.
Please apply or reach out to TWilliams@skywatersearch.com with interest.
Our client is a local manufacturer with nearly 100 years of rich history and success. An innovative leader within manufacturing and technology, they have provided solutions to many industries: foodservice, retail, government, and others.
To facilitate continued growth, they are partnering with SkyWater to find a Business Unit Sales Manager. This newly-created position is designed to drive sales efforts in verticals outside of foodservice or retail, though experience in those industries is still desirable. The ideal candidate has experience selling solutions into climate-controlled environments and industries such as BioPharma, Agriculture Grow Rooms, Floral, Battery/EV, etc.
A leader for the company, this Business Unit Sales Manager will be hands-on with sales outreach as they build out the new segment, having the ability to leverage the rest of the sales team to drive further growth. If you have an entrepreneurial mindset, enjoy strategizing and building out new sales plans, and can drive business, this is a great opportunity for you.
They offer competitive base salary, incentive pay, and full benefits.
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