Ultra-High-Net-Worth Planning Specialist, VP
Core
Partner with Financial Advisors and UHNW clients to develop comprehensive financial plans, with a strong focus on sophisticated estate planning strategies.
Role type
Senior IC financial planning specialist (UHNW)
Builds
Holistic financial plans and estate planning strategies
Domain
Wealth management / Estate planning
Required skills
Estate planning, Financial planning, Tax planning, Investment planning, Retirement planning, Insurance planning, Wealth transfer, Charitable giving, Asset protection, Trust structuring
Preferred skills
CPA, MBA, JD, Wirehouse experience, Private bank experience, Family office experience, Trust document reading
Technologies
Wealth Studios, NumberCruncher, Planned Giving Manager, QuickView
Responsibilities
Conduct client discovery and identify planning needs, Create holistic financial plans using Wealth Studios, Present complex planning concepts to clients and advisors, Serve as escalation resource for planning software and methodologies, Train Financial Advisors on planning software and processes, Collaborate with Wealth and Estate Planning Strategists on complex matters
Seniority
Senior, hands-on IC
