Senior Financial Planner, CFP, Wealth Management
Core
Develop sophisticated, goals-based wealth strategies for high-net-worth and ultra-high-net-worth individuals and families, including senior executives, business owners, and professionals with complex financial needs.
Role type
Senior Financial Planner (CFP)
Builds
Integrated solutions across investments, banking, trust and estate planning, tax efficiency, philanthropy, and wealth transfer
Domain
Wealth Management / Financial Planning
Required skills
Wealth transfer planning, taxation, estate planning, goals-based wealth planning, cash projections, business development, public speaking, mentorship
Preferred skills
Knowledge of wealth management products and solutions
Technologies
E-Money, MoneyGuidePro
Responsibilities
Serve as primary wealth-planning resource for HNW/UHNW clients; Partner with C-Suite Executives and Professional Services Partners to deliver coordinated solutions; Build comprehensive financial plans and cash projections; Collaborate with Relationship Managers and specialists to implement strategies; Support business development through prospect meetings and presentations; Coordinate across markets for consistent enterprise-wide experience; Monitor changes in client circumstances, tax laws, and market conditions; Develop educational content and thought-leadership materials; Maintain disciplined pipeline tracking; Mentor junior advisors; Cultivate professional advisor relationships
Seniority
Senior, hands-on IC
