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
Mid-level wealth planner (financial planning)
Builds
Comprehensive financial plans, investment recommendations, and client review materials
Domain
Wealth management / Financial planning
Required skills
Financial planning, estate planning, tax planning, financial planning software, CRM systems, client communication, data analysis, scenario modeling
Preferred skills
CFP® certification, AI tools proficiency, Salesforce, eMoney
Technologies
eMoney, Salesforce
Responsibilities
Collaborate with Wealth Advisors to develop and complete comprehensive financial plans; Gather client data and input details into financial planning software and CRM systems; Evaluate data and provide insights/questions to Wealth Advisors; Create and develop scenarios/recommendations for Wealth Advisors to review; Support implementation of recommendations; Track team metrics; Conduct independent research and build financial plans for prospective clients; Organize and maintain the CRM system.
Seniority
Mid-level, hands-on IC