Senior Wealth Planner
Responsibilities:
Lead Complex Planning Initiatives (30%)
- Drive sophisticated planning engagements requiring multi-disciplinary expertise
- Develop integrated strategies across estate, tax, business succession, philanthropy, and legacy planning
- Work closely with advisors and internal partners to ensure alignment and execution
Deliver Advanced Tax & Estate Solutions (30%)
- Design and implement advanced techniques such as GRATs, SLATs, IDGTs, FLPs, and charitable trusts
- Navigate federal and state tax implications for high-net-worth families
- Support liquidity, succession, and wealth transfer strategies for business owners and multi-generational households
Create and Present Customized Plans (30%)
- Build personalized financial plans using eMoney and MoneyGuidePro
- Join client meetings as a technical expert, offering clear, actionable guidance
- Ensure all deliverables meet the highest standards of quality and timeliness
Mentor and Innovate (10%)
- Provide guidance to junior planners and contribute to team development
- Help refine firm-wide planning tools and processes
- Stay ahead of industry trends, regulatory changes, and emerging strategies for ultra-affluent clients
Qualifications:
- Bachelor's degree in Finance, Accounting, Financial Planning, or related field
- CFP® required; advanced credentials (CPA, JD, LLM) strongly preferred
- At least 5 years of experience in financial planning, with a focus on high-net-worth and ultra-high-net-worth clients
- Expertise in planning for clients with $10M-$50M+ net worth, including trust structures, family governance, and succession planning
- Strong technical knowledge of estate planning, tax law, charitable strategies, and investment considerations
- Excellent communication skills-able to simplify complex concepts for clients
- Proficiency with eMoney, MoneyGuidePro, and CRM systems like Salesforce
- Ability to travel 20-25% for client meetings
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