Financial Planner / Estate Planner (m/w/d) – Private Fina...
Core
Provide holistic financial and estate planning for wealthy individuals, entrepreneurs, and families, integrating tax, legal, and business succession strategies.
Role type
Mid-level Financial Planner / Estate Planner (IC)
Builds
Individual financial planning concepts, asset transfer structures, and succession plans
Domain
Private wealth management and business succession
Required skills
Financial planning, estate planning, tax analysis, legal analysis, business succession planning, client presentation, scenario modeling, cross-functional collaboration
Preferred skills
CFP/CFEP/CEP certification, knowledge of tax/inheritance/corporate/family law, analytical thinking, communication skills
Technologies
Financial planning software, tax calculation tools, presentation tools
Responsibilities
Analyze clients' financial, tax, and legal situations; develop and refine individual financial planning concepts; assist in planning and structuring asset transfers and business successions; prepare and accompany client meetings; present consulting results; develop recommendations for wealth building, structuring, and retirement planning; collaborate with tax, legal, and audit departments; support project work at the intersection of private wealth and business activity; create calculations and decision-making bases for clients.
Seniority
Mid-level, hands-on IC