Financial Planner

Job Summary

Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.

Job Responsibilities

• Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis.
• Aid in translating client goals into actionable planning recommendations under the guidance of senior planners.
• Participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations.
• Serve as a planning resource for bankers by responding to planning-related questions and ad hoc analyses.
• Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates.
• Support consistent planning processes, templates, and documentation across client engagements.
• Ongoing Learning and Collaboration. Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions.

Job Requirements

• Education level required: Undergraduate Degree (4 years or equivalent)
• Minimum experience required: 4+ Years experience in financial planning or wealth management
• CFP® certification or active progress toward designation
• Preferred Qualifications: Education level preferred: Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related disciplines.
• Experience working with HNW clients
• CPA, CTFA, or CEPA helpful but not required.