Senior Wealth Planner
New
USFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 10+ years
Requirements
- 10+ years of experience in financial planning, tax planning, or wealth advisory roles serving high-net-worth and ultra-high-net-worth clients.
- Bachelor’s degree in a relevant field.
- Advanced credentials such as CPA or JD are strongly preferred.
- Proven experience managing complex UHNW client relationships, typically $25M+ net worth portfolios.
- Strong expertise in tax planning, estate planning, wealth transfer, and comprehensive financial strategy development.
- Deep understanding of income tax optimization, charitable planning, insurance strategies, and retirement planning.
- Excellent communication skills with the ability to present complex financial concepts clearly to clients and stakeholders.
- Strong organizational and project management skills with ability to manage multiple high-value relationships.
- Proficiency with financial planning tools such as eMoney or similar platforms.
- Collaborative mindset with experience working across multidisciplinary advisory teams.
Responsibilities
- Lead end-to-end wealth planning for a portfolio of ultra-high-net-worth clients by designing, executing, and continuously refining sophisticated financial strategies that address tax, estate, investment, and multi-generational wealth objectives.
- Serve as the primary wealth planning advisor for 20–25 UHNW clients, ensuring proactive relationship management and ongoing strategic guidance.
- Develop and deliver comprehensive quarterly wealth plans, including cash flow analysis, tax projections, and estate and wealth transfer strategies.
- Collaborate with financial advisors and internal specialists to identify client needs and deliver integrated, cross-functional solutions.
- Design strategies across tax optimization, risk management, charitable giving, retirement planning, liquidity, and asset protection.
- Lead client presentations, translating complex financial scenarios into clear, actionable recommendations.
- Coordinate execution of planning strategies with internal and external partners including CPAs, attorneys, and investment professionals.
- Contribute to practice development initiatives, improving tools, processes, and advisory capabilities.
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