POSITION SUMMARYAs a key member of the Family Office Services Team, the
Senior Wealth Planner is responsible for reviewing estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, along with managing existing client relationships. This role has no new business development requirements.
DUTIES & RESPONSIBILITIES Client Engagements
- Serves as lead or co-lead relationship manager to clients
- Actively listens and responds to client concerns and needs
- Maintains professional credentials and develops individual technical knowledge for HNW clients
- Proactively communicates, educates and builds consensus with clients, their families and advisors about techniques appropriate to consider understanding the family's goals/objectives, time frames and risk tolerance
- Assists in implementation of planning techniques with clients and advisors
- Effectively prepares for quarterly client meetings including development of agendas and action items
- Establishes spirit of teamwork and respect with operational team within the firm
Wealth Planning & Analysis- Present estate and wealth transfer strategies, including flowcharts, illustrations, summaries, and related planning materials
- Review and analyze estate planning documents to identify opportunities and support client objectives
- Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools
- Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations
Administrative, Professional Development & Other Duties- Handle administrative tasks, attend internal meetings, and participate in ongoing training.
- Perform additional responsibilities as needed to support the firm and client teams.
QUALIFICATIONS- Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required.
- 7+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required.
- Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns.
- Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred.
- Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- Demonstrated professionalism, discretion, and respect for confidential matters.
- Positive, collaborative mindset with a strong work ethic.
WORKING CONDITIONS- 100% Onsite
- Client travel as business needs
- Long periods of sitting utilizing a computer
