Senior Wealth Planner

📋 Description

• Lead complex wealth planning for high-net-worth clients
• Collaborate across estate, tax, and liquidity planning
• Partner with Advisors and Private Wealth teams for cohesive strategy

🎯 Requirements

• Bachelor’s degree in Finance or related field
• CFP® required; CPA/CFA/JD/LLM preferred
• 10+ years in financial planning for high-net-worth clients
• Experience with $10M-$50M+ client net worth, succession and structures
• Strong knowledge of estate and tax planning, investments
• Excellent communication and presentation skills

🎁 Benefits

• Competitive base pay and extensive benefits package
• Medical, dental, vision insurance
• 401K and equity purchase opportunities
• Flexible paid time off and holidays
• Hybrid/remote work options may be available