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 Advisor Support)
Builds
Client financial plans and investment strategies
Domain
Wealth Management / Personal Finance
Required skills
Financial planning, Investment management, Tax planning (Estate/Gift/Income), Trust structures, Insurance planning, Mortgage loan origination, Data analysis, Client relationship management
Preferred skills
CFP® or CPWA® designation, Series 7/63/65/66 licenses, ADV-2B registration
Technologies
Planning tools, Mortgage loan platforms
Responsibilities
Identify strategic investment opportunities, Gather and analyze data to create robust financial plans, Schedule and attend client meetings to review plans, Monitor and update client information in planning tools, Engage with specialists to deliver solutions, Provide residential mortgage loans
Seniority
Individual Contributor