Summary:
The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies.

Duties And 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.

Basic Qualifications:

• Bachelor’s degree

• Minimum 8 years of experience in financial planning or wealth management.

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Preferred Qualifications:

• CFP® designation preferred.

• Exceptional interpersonal and communication skills.

• Strong coaching and presentation abilities