Description
The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes.


Duties And Responsibilities

+ Lead financial planning engagements for HNW clients.

+ 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 adv...