POSITION SUMMARY
The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies.
- Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials.
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Review and analyze estate planning documents to identify opportunities and support client objectives.
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Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools.
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Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations.
- Provide technical guidance to client teams during planning and meeting preparation.
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Review work from associates and integrate feedback from Managing Directors and Client Service Teams.
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Research and respond to estate and financial planning questions.
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Stay current on tax, legislative, and industry developments.
- Develop and maintain planning templates, reports, and analyses.
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Contribute to internal technical content, training materials, and educational resources.
- Handle administrative tasks, attend internal meetings, and participate in ongoing training.
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Perform additional responsibilities as needed to support the firm and client teams.
QUALIFICATIONS
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Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required.
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3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required.
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Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns.
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Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred.
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Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily.
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Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
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Demonstrated professionalism, discretion, and respect for confidential matters.
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Positive, collaborative mindset with a strong work ethic.
WORKING CONDITIONS
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100% Onsite
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Limited travel as business needs necessitate
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Long periods of sitting utilizing a computer
