Senior Wealth Planner

📋 Description

• Lead planner on complex engagements requiring multi-disciplinary solutions
• Design integrated planning strategies across estate, tax, business, philanthropy, liquidity, and
• Collaborate with Advisors, Custodial Referral Program partners, Head of Private Wealth Strategies
• Identify planning considerations from family dynamics, multi-generational decision-making
• Produce tailored financial plans using eMoney and MoneyGuidePro
• Join client meetings as a subject matter expert with actionable advice

🎯 Requirements

• Bachelor’s degree in Finance, Financial Planning, Accounting, or related field
• CFP® required; CPA, CFA, JD, LLM strongly preferred
• Minimum 10 years of financial planning experience with high-net-worth clients
• Familiarity with planning for $10M-$50M+ net worth, private business owners, concentrated wealth
• Strong knowledge of estate planning, tax, charitable planning, and investments
• Excellent interpersonal, writing, and presentation skills

🎁 Benefits

• Medical: Blue Shield or Kaiser plans
• Dental insurance
• Vision insurance with VSP
• Flexible spending accounts
• 401K with company contributions
• Flexible working arrangements