Senior Wealth Planner
Core
Support Wealth Advisors in developing individualized financial plans and managing client relationships to help clients meet financial goals.
Role type
Senior Wealth Planner (IC)
Builds
Comprehensive financial plans, client recommendations, and transaction processing
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, estate planning, tax planning, client relationship management, data analysis, CRM management, financial software proficiency
Preferred skills
CFP® designation, Series 65 license, Salesforce expertise, eMoney expertise, mentoring ability
Technologies
Salesforce, eMoney
Responsibilities
Onboard new clients and coordinate with custodians; process account openings, cash transfers, wires, and trading; analyze and input client data into financial planning software; prepare forms and reports for client meetings; conduct independent research and build financial plans; assist in developing client recommendations; maintain CRM system quality; schedule client meetings and resolve client inquiries.
Seniority
Senior, hands-on IC