Wealth Planner
Core
Develop individualized financial plans and recommendations to help clients meet their financial goals, supporting Wealth Advisors in managing client relationships.
Role type
Wealth Planner (Financial Planning)
Builds
Comprehensive financial plans, client reports, and transaction requests
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, estate planning, tax planning, client onboarding, data analysis, CRM management, financial software proficiency, independent client communication, mentoring
Preferred skills
CFP® designation, eMoney, Salesforce
Responsibilities
Onboard new clients and collect information, manage cash transfers and wires, analyze and input client data into financial planning software, prepare forms and reports for client meetings, conduct independent research for prospective clients, maintain and quality control CRM
Seniority
Mid-level, hands-on IC