Department:
Family Office Services Technical
Reports To:
Chief Wealth Planning Officer
FLSA Status:
Exempt
POSITION SUMMARYThe
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. This is a technical role with no direct client interaction.
DUTIES & RESPONSIBILITIES
Wealth Planning & Analysis- Develop estate and wealth transfer strategies, including creating 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
- Support client-facing teams through technical analysis and documentation; no direct client interaction
Internal Technical Resource- Provide technical guidance to client teams during planning and meeting preparation
- Review work from associates and integrate feedback from Managing Directors and Client Service Teams
- Research and respond to estate and financial planning questions
- Stay current on tax, legislative, and industry developments
Tools, Templates & Education- Develop and maintain planning templates, reports, and analyses
- Contribute to internal technical content, training materials, and educational resources
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
- 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
- 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 and detail-oriented; able to manage multiple priorities, tasks and deadlines concurrently
- Demonstrated professionalism, discretion, and respect for confidential matters
- Able to work both independently and as part of cross-functional teams; demonstrated ability to execute projects or workstreams and follow through to completion
WORKING CONDITIONS- Long periods of sitting, utilizing a computer
- This is an onsite role working in the office full-time
- Limited travel as business needs necessitate
