Added
4 days ago
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Full time
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estate planning tax planning moneyguidepro wealth planning emoney

📋 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
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