Ultra-High-Net-Worth Financial Planner
Core
Deliver holistic, white-glove financial planning, tax, estate, and wealth management strategies to Ultra-High-Net-Worth (UHNW) clients, including complex family enterprise situations.
Role type
Senior Financial Planner (UHNW)
Builds
Comprehensive financial roadmaps, tax optimization strategies, and estate plans for UHNW individuals and families.
Domain
Wealth Management / Financial Planning
Required skills
Holistic financial planning, tax optimization, estate planning, corporate structure analysis, succession planning, philanthropy strategy, risk management, quantitative analysis, client relationship management
Preferred skills
CFP designation, In-Depth Tax Program, senior tax manager experience, family office background, life insurance designations
Technologies
Financial planning tools, tax planning software
Responsibilities
Prepare comprehensive wealth and tax plans, conduct year-end tax planning, lead client meetings to explain strategies, coordinate with external accountants and lawyers, identify business development opportunities, maintain client net worth records
Seniority
Senior, hands-on IC
