Wealth Planning Specialist
Core
Senior wealth planning professional partnering with Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals.
Role type
Senior Wealth Planning Specialist
Builds
Financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, portfolio construction, trust and estate planning, financial planning models and tools
Preferred skills
CFP or similar designation (e.g., CPWA), Series 65 registration
Technologies
Financial planning models and tools
Responsibilities
Deliver high-impact financial planning analyses, trust and estate strategies, asset allocation advice, and investment proposals; provide expert guidance tailored to client goals; train and support advisors by modeling best practices; collaborate on knowledge-sharing; contribute to thought leadership through client presentations and marketing content.
Seniority
Senior, hands-on IC
