Wealth Planner
Core
Trusted partner to complex, multi-generational families providing financial planning, tax strategy, investment analysis, and trust/estate coordination within a family office practice.
Role type
Wealth Planner (Family Office)
Builds
Personalized financial plans, tax projections, customized financial exhibits, and coordinated client services for UHNW families.
Domain
Wealth Management / Family Office / Financial Planning
Required skills
Financial planning, tax preparation, investment analysis, trust and estate coordination, CRM management, Microsoft Excel, client relationship management
Preferred skills
Family office experience, Series 65 license, Salesforce experience, tax and accounting background, understanding of multi-entity reporting
Technologies
Salesforce, Microsoft Office Suite, Wealth Management Platforms
Responsibilities
Process account openings and custodial paperwork, prepare tax projections and income tax returns, coordinate with external advisors, manage client communications and meeting materials, maintain CRM data accuracy, support complex family office structures
Seniority
Mid-level, hands-on IC