Wealth Planning Consultant, Private Wealth
Core
Lead planner for High Net Worth and Ultra High Net Worth clients, developing complex financial strategies including tax, estate, and succession planning to help clients achieve financial goals.
Role type
Senior Wealth Planning Consultant (Private Wealth)
Builds
Documented wealth strategies and high-value financial plans for HNW/UHNW investors
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, selling to Investment Advisors, CFP designation, complex wealth strategy development, client discovery, strategic planning, network development, regulatory compliance
Preferred skills
CPA designation, Life Insurance designation, Trust & Estate Practitioner
Technologies
Financial planning software, data analysis tools
Responsibilities
Lead goals-based discovery process with clients, develop detailed financial plans, implement strategies to increase service scope, develop internal/external networks, act as trusted advisor, provide coaching to Investment Advisors, execute sales campaigns, analyze emerging trends, ensure client experience standards
Seniority
Senior, hands-on IC
