Wealth Planner
Core
Support Senior Wealth Planner in delivering proactive trust, estate, philanthropic, and tax guidance to Private Banking clients while managing complex estate planning issues.
Role type
Senior IC Wealth Planner (Trusts & Estates)
Builds
Integrated trust, estate, and tax solutions for high-net-worth clients
Domain
Private Banking / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
estate planning, trust administration, tax planning, client relationship management, business development, legal analysis, financial analysis, presentation materials creation, networking
Preferred skills
LLM, CPA
Technologies
Numbercruncher, Excel, PowerPoint, eMoney
Responsibilities
Review estate planning documents and analyze complex estate/tax/trust issues; serve as trusted advisor on estate planning and investment allocation; support Relationship Management teams on trust administration; obtain referrals and gather assets from existing clients; develop relationships with prospects; author articles and speak at external engagements; build networks in high-net-worth communities; plan and execute marketing events.
Seniority
Mid-to-Senior, hands-on IC