Ultra-High-Net-Worth Planning Specialist, VP
Core
Partner with Financial Advisors and UHNW clients to develop comprehensive financial plans covering cash flow, retirement, investments, tax, insurance, wealth transfer, and estate planning.
Role type
Senior IC financial planning specialist (UHNW)
Builds
Holistic financial plans and estate planning strategies
Domain
Wealth management / Financial planning
Required skills
CFP certification, estate planning expertise, tax planning, retirement planning, investment planning, insurance planning, cash flow analysis, Wealth Studios proficiency, client presentation, complex trust structuring
Preferred skills
CPA/MBA/JD, wirehouse/private bank experience, training Financial Advisors, NumberCruncher/Planned Giving Manager/QuickView familiarity
Technologies
Wealth Studios, NumberCruncher, Planned Giving Manager, QuickView
Responsibilities
Conduct client discovery and identify planning needs; Create holistic financial plans using Wealth Studios; Analyze plan results and develop actionable observations; Present financial plans and complex concepts to clients; Collaborate with Financial Planning Directors and WEPS on estate matters; Provide training and support to Financial Advisors; Track and report planning metrics
Seniority
Senior, hands-on IC
