Wealth Planner
Core
Supports Financial Advisor teams by delivering comprehensive financial planning solutions, including investment strategies, tax planning, and estate planning to meet client life goals.
Role type
Wealth Planner (Financial Planning Support)
Builds
Client financial plans and investment strategies
Domain
Wealth Management / Personal Finance
Deliverable
client delivery
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Data analysis, Client relationship management, Regulatory compliance (SAFE Act, Series licenses)
Preferred skills
CFP® or CPWA® designation, Mortgage origination experience
Technologies
Planning tools, Investment platforms
Responsibilities
Leverage financial data to identify solutions for client needs, Schedule and attend client meetings to review plans, Monitor and update client information in planning tools, Engage with specialists to deliver comprehensive solutions
Seniority
Individual Contributor