Wealth Planning Consultant, Private Wealth
Core
Deliver advanced wealth planning advice and customized strategies to High Net Worth and Ultra High Net Worth clients, focusing on retirement, tax, estate, succession, and philanthropic planning.
Role type
Senior Wealth Planning Consultant (Private Wealth)
Builds
Comprehensive financial plans and wealth strategies for HNW/UHNW clients
Domain
Private Banking / Wealth Management
Required skills
Financial planning expertise, Retirement planning, Tax planning, Estate planning, Succession planning, Philanthropic planning, Client relationship management, Investment advisor partnership, Regulatory compliance, Data-driven decision making
Preferred skills
CFP designation, CPA, LL.B./LL.L./LL.M., Trust and Estate Practitioner (TEP), Life insurance designation (CLU), Conquest software experience
Technologies
Conquest
Responsibilities
Lead client discovery conversations and develop goals-based financial plans, Present wealth strategies to clients and support Investment Advisors, Coach Investment Advisors on financial planning concepts, Develop internal and external networks to support business growth, Ensure adherence to regulatory requirements and risk management standards
Seniority
Senior, hands-on IC