Wealth Planner
Core
Provide comprehensive wealth management strategies and support Wealth Advisors in managing client relationships and developing individualized financial plans.
Role type
Mid-level Wealth Planner (IC)
Builds
Individualized financial plans and client recommendations
Domain
Financial Services / Wealth Management
Required skills
Financial planning, Estate planning, Tax planning, Client relationship management, Financial software analysis, CRM management, Regulatory compliance (Series 65, CFP/CFA)
Preferred skills
eMoney, Salesforce, Advanced designations (CPA, JD, CHFC)
Responsibilities
Onboard new clients and coordinate with custodians, Process account openings and cash transfers, Analyze and input client data into financial planning software, Prepare forms and reports for client meetings, Conduct independent research and build financial plans, Assist in developing client recommendations, Maintain CRM system quality control
Seniority
Mid-level, hands-on IC