Financial Planner
Core
Wealth Planning Specialist providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients within a Private Banking division.
Role type
Senior IC wealth planning specialist (private banking)
Builds
Comprehensive financial plans, investment proposals, pitchbooks, and tailored planning summaries for HNW/UHNW clients.
Domain
Private banking / Wealth management / Financial planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
CFP® designation, Series 7 and Series 65 (or 66) licenses, HNW/UHNW client experience, investment product knowledge (ETFs, mutual funds, fixed income, alternatives, structured products), financial planning proficiency (retirement, estate, tax, insurance), portfolio construction and asset allocation, needs assessment
Preferred skills
Spanish language proficiency, CIMA®/CAIA®/CFA® designations, MoneyGuidePro software proficiency, cross-border planning knowledge (Latin America)
Technologies
MoneyGuidePro
Responsibilities
Develop comprehensive financial plans covering retirement, estate, cash flow, and insurance; construct and present investment proposals covering full capital markets spectrum; attend client meetings alongside Private Bankers as subject-matter expert; evaluate portfolio construction and provide rebalancing recommendations; partner with Private Bankers to support client acquisition and retention; coordinate with internal teams (trading, portfolio management, lending, legal) for integrated solutions.
Seniority
Senior, hands-on IC