Wealth Planner
Core
Support Financial Advisor teams in delivering comprehensive financial planning solutions, including investment strategies, tax planning, and estate planning for clients.
Role type
Wealth Planner (IC)
Builds
Client financial plans and investment strategies
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Data analysis, Client relationship management, Regulatory compliance
Preferred skills
CRPC designation
Technologies
Planning tools, Investment platforms
Responsibilities
Identify strategic investment opportunities, gather and analyze data to create financial plans, monitor and update client information, engage with specialists to deliver solutions
Seniority
Individual Contributor
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