Wealth Planner
Core
Supports Financial Advisor teams by providing comprehensive financial planning solutions, including investment strategies, tax planning, and estate planning to help clients achieve life goals.
Role type
Wealth Planner (Financial Advisor Support)
Builds
Robust financial plans and investment strategies for individual clients
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Investment management, Tax planning (Estate/Gift/Income), Trust structures, Insurance planning, Philanthropy planning, 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, Banking systems
Responsibilities
Identify strategic investment opportunities, Gather and analyze data to create financial plans, Schedule and attend client meetings, Monitor and update client information, Engage with specialists to deliver solutions
Seniority
Individual Contributor