Financial Planner
Core
Analyze complex financial, tax, and estate planning situations for high-net-worth clients, professionals, and business owners; develop strategic recommendations and enhance planning tools.
Role type
Senior Financial Planner (Advanced Financial and Tax Solutions)
Builds
Advanced wealth protection, accumulation, decumulation, and wealth transfer strategies; financial planning tools, calculators, and technical reference materials.
Domain
Financial services / Wealth management / Taxation
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced financial planning expertise, personal and corporate taxation knowledge, strategic analysis, simplification of complex concepts, training delivery, tool validation, legislative impact assessment
Preferred skills
Experience with business owners and high-net-worth families, advanced Excel and PowerPoint proficiency
Technologies
Excel, PowerPoint
Responsibilities
Analyze complex financial, tax, and estate planning situations; develop wealth strategies; act as a resource for advisors; design and deliver training programs; monitor developments in financial planning and taxation; assess impact of legislative changes; enhance financial planning tools; validate assumptions in tools.
Seniority
Mid-to-Senior, hands-on IC with mentorship responsibilities