Wealth Planner - EGP
Core
Supports Financial Advisor teams by delivering comprehensive financial planning solutions, including investment strategies, tax planning, and estate/gift planning to meet client life goals.
Role type
Wealth Planner (EGP)
Builds
Personalized financial plans and investment strategies for individual clients
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, Investment management, Tax planning (Estate/Gift/Income), Trust structures, Philanthropy, Insurance, Data analysis, Client relationship management, Regulatory compliance (SAFE Act)
Preferred skills
CFP® or CPWA® designation, Series 7/63/65/66 licenses, Mortgage loan origination experience
Technologies
Planning tools, Investment platforms, Data visualization tools
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, Mid-level