Financial Planner
Core
Senior wealth planning role supporting financial advisors and high-net-worth clients (business owners/families) with holistic financial, tax, estate, and risk management strategies.
Role type
Senior IC Financial Planner (Wealth Planning)
Builds
Comprehensive wealth planning reports and client presentations
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, tax strategy, estate planning, risk management, financial analysis, client relationship management, data organization, report presentation
Preferred skills
Business owner planning experience, insurance needs analysis, Microsoft Office, financial planning software
Responsibilities
Build relationships with advisors to ensure service satisfaction; Assess client needs and planning opportunities; Collect data from advisors, clients, and external professionals (accountants/lawyers); Prepare and present wealth planning reports; Manage file processes with external firms; Deliver educational seminars to advisors
Seniority
Senior, hands-on IC