Wealth Planner

Job description

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities: - Lead financial planning engagements for clients with a net worth of $1-10M. - Conduct thorough discovery conversations to identify client goals, values, and financial objectives. - Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. - Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. - Provide mentorship, training, and guidance to wealth advisors on financial planning best practices and effective discovery techniques. - Ensure all financial plans meet compliance and regulatory requirements and reflect the firm’s planning philosophy. - Stay informed of industry trends, tax laws, and planning strategies to provide clients with cutting-edge advice....