Senior Wealth Planner
Core
Supports Financial Advisor teams by providing comprehensive financial planning solutions, identifying investment opportunities, and driving business development.
Role type
Senior Wealth Planner (IC)
Builds
Client financial plans and investment strategies
Domain
Wealth Management / Financial Services
Required skills
Financial planning, Investment management, Business development, Data analysis, Client relationship management, Regulatory compliance (SAFE Act)
Preferred skills
CFP® or CPWA® designation, Series 7/63/65/66 licenses, Estate and tax planning knowledge
Technologies
Planning tools, Investment platforms
Responsibilities
Leverage financial data to identify solutions for client goals; Schedule and attend client meetings to review plans; Coach and train Wealth Planners on planning tools; Engage with specialists to deliver solutions; Participate in business development activities; Partner with Line of Business specialists on wealth planning strategies.
Seniority
Senior, hands-on IC