Wealth Planner

About the role

The Wealth Planner will deliver financial planning to clients with a net worth of $1-10M. This role focuses on high-quality financial planning services, in-depth discovery conversations, and partnership with clients and wealth advisors to design and implement comprehensive wealth strategies.

Responsibilities

• Lead financial planning engagements for clients with a net worth of $1-10M.
• Conduct thorough discovery conversations to identify client goals, values, and financial objectives.
• Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
• Collaborate closely with internal wealth advisors to support client relationship management and plan implementation.
• Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques.
• Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy.
• Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree.
• Minimum 8 years of experience in financial planning or wealth management.

Preferred Qualifications

• CFP® designation preferred.
• Exceptional interpersonal and communication skills.
• Strong coaching and presentation abilities.

Schedule

Exempt status: not eligible for overtime pay.

Certain positions may be eligible for a flexible work arrangement, combining in-office and remote work. Specific arrangements will be provided by the hiring team.