High Net Worth Planner
Core
Deliver customized tax, estate, and overall wealth planning guidance to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
Role type
Senior High-Net-Worth Planner (Private Wealth Management)
Builds
Comprehensive wealth plans and tax/estate strategies for HNW/UHNW clients
Domain
Financial Services / Wealth Management / Tax & Estate Planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Holistic financial planning, tax expertise, estate planning, business development, opportunity spotting, independent research, client relationship management, financial plan execution, regulatory compliance, financial loss mitigation
Preferred skills
Financial Planner Designation (IPF), CCH FP Solutions, Voyant
Technologies
CCH FP Solutions, Voyant, Microsoft Office Suite
Responsibilities
Prepare customized wealth plans based on client and relationship manager information; conduct independent research on retirement, tax, and estate planning developments; proactively identify and follow up on opportunities for complementary businesses and solutions; track and report on wealth plan outcomes and new business generation; participate in client meetings and educational seminars; ensure appropriate service levels to maximize profitability and minimize costs.
Seniority
Senior, experienced practitioner