Senior Wealth Planner

Job description

Description Job Summary: The Senior Wealth Planner plays a critical role within Cogent Private Wealth by delivering sophisticated, comprehensive financial planning solutions to high-net-worth and ultra-high-net-worth clients. This role partners closely with Wealth Advisors, Portfolio Managers, and other specialists to design, implement, and maintain holistic financial plans that align with clients’ long-term goals and complex financial needs. The Senior Wealth Planner serves as a subject matter expert in advanced planning areas including retirement, tax strategy, estate planning, risk management, and wealth preservation, while also acting as a trusted advisor to both clients and internal team members. Requirements: Responsibilities and Duties: Client Financial Planning & Advisory: - Lead the development and ongoing maintenance of comprehensive financial plans covering retirement planning, tax strategies, estate planning, insurance analysis, charitable giving, and wealth transfer strategies. - Conduct in-depth client discovery meetings to assess financial goals, risk tolerance, time horizons, and personal circumstances in collaboration with Wealth Advisors. - Translate complex finan...