Senior Financial Planner, CFP, Wealth Management
Core
Develop sophisticated, goals-based wealth strategies for high-net-worth and ultra-high-net-worth individuals and families, including senior executives, business owners, and professionals with complex financial needs.
Role type
Senior Financial Planner (CFP)
Builds
Integrated solutions across investments, banking, trust and estate planning, tax efficiency, philanthropy, and wealth transfer.
Domain
Wealth Management / Financial Planning
Required skills
Wealth transfer planning, taxation, estate planning solutions, wealth management products and services, goals-based wealth planning, cash projections, business development, public speaking, mentorship
Preferred skills
Knowledge of wealth management services, products and solutions
Technologies
E-Money, MoneyGuidePro
Responsibilities
Serve as the primary wealth-planning resource for high-net-worth clients; Partner with C-Suite Executives and Professional Services Partners to deliver coordinated wealth-management solutions; Build comprehensive and complex financial plans and cash projections using software; Collaborate with Relationship Managers, Portfolio Managers, Trust Advisors, Banking Advisors, and specialized partners to implement client strategies; Support business development by participating in prospect meetings, discovery conversations, proposals, presentations, and relationship reviews; Coordinate across markets and regions to provide clients and partner organizations with a consistent, enterprise-wide experience; Monitor changes in client circumstances, tax laws, estate-planning practices, and market conditions that may require updates to wealth plans; Develop educational content, thought-leadership materials, and presentations for professional advisors, prospects, clients, and internal partners; Maintain disciplined pipeline, activity, and opportunity tracking to support relationship governance and business-development reporting; Mentor junior advisors and strengthen the wealth-planning capabilities of relationship teams; Actively engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
Seniority
Senior, hands-on IC
