Manager - High Net Worth Planning Strategist
Core
Develop financial planning strategies and deliverables for advisors and their high-net-worth clients, covering legacy, estate, retirement, business, and tax planning.
Role type
Manager, High Net Worth Planning Strategist
Builds
Comprehensive financial planning case strategies and recommendations for high-net-worth clients
Domain
Financial Services / Wealth Management
Required skills
complex financial planning concepts, legacy/estate planning, retirement planning, business planning, tax planning, case documentation, cross-organizational partnership
Preferred skills
CFP certification, equity compensation planning, financial planning process analysis, independent work, stakeholder collaboration, Microsoft PowerPoint/Excel/Word, written and oral communication, prioritization
Technologies
Microsoft PowerPoint, Excel, Word
Responsibilities
Assess and consult on financial planning strategies for high-net-worth clients, prepare case strategies and advice materials, partner cross-organizationally to develop comprehensive solutions
Seniority
Manager, strategic planning & execution
