Senior Wealth Planning Consultant
Core
Lead planner for High Net Worth and Ultra High Net Worth clients, developing complex wealth strategies including tax, estate, and succession planning.
Role type
Senior Wealth Planning Consultant (IC)
Builds
Documented wealth strategies and financial plans for HNW/UHNW clients
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Tax planning, Estate and trust planning, Succession planning, Client relationship management, Strategic analysis, Sales to Investment Advisors, Risk management, Data analysis, Coaching
Preferred skills
CFP designation, MBA, LL.B/LL.L/LL.M, Life Insurance designation, Trust & Estate Practitioner, NaviPlan proficiency
Technologies
NaviPlan
Responsibilities
Lead goals-based discovery process with clients, develop detailed financial plans, implement strategies to increase service scope, develop internal/external networks, provide coaching to Investment Advisors, execute sales campaigns, analyze emerging trends, ensure compliance with banking regulations.
Seniority
Senior, hands-on IC