Wealth Planner

Role Overview

• 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
• Collaborate closely with internal wealth advisors
• Provide mentorship, training, and guidance to wealth advisors

Requirements

• Bachelor’s degree
• CFP® designation preferred
• Minimum 8 years of experience in financial planning or wealth management
• Exceptional interpersonal and communication skills
• Strong coaching and presentation abilities

Benefits

• Flexible work arrangements
• Mentorship and training opportunities
• Compliance with industry trends and strategies