Wealth Planner
Wealth Planner
Posted on :
11-04-2025
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1 Vacancy
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Job Description
Overview
The Wealth Planner is responsible for assessing clients financial goals and developing tailored strategies to achieve financial security and success. This includes evaluating clients needs for estate planning wealth transition and longterm financial objectives. The role involves analyzing clients financial situations and providing advice on investments tax planning retirement planning and other financial matters. Additionally the Wealth Planner guides clients through various stages of their financial lives adjusting strategies as necessary based on changing personal or financial circumstances. The role requires discretion and independent judgment including making decisions on financial strategies and analyzing complex financial data. The Wealth Planner communicates with clients develops financial plans and ensures compliance with relevant laws and regulations. The responsibilities are essential to the clients financial success and the operations of the business.
Principal Duties & Responsibilities:
- Independently assess clients financial goals and develop tailored strategies to achieve financial security and success focusing on longterm objectives such as estate planning and wealth transition.
- Evaluate clients needs in areas such as investments tax planning retirement planning and estate planning providing highlevel expertise and actionable strategies.
- Independently create comprehensive financial plans that address clients retirement projections tax strategies Social Security claims education funding stock options and risk management using advanced financial planning tools and proprietary models.
- Proactively monitor and reassess clients financial situations to ensure financial plans remain aligned with evolving goals life stages and financial circumstances exercising independent judgment to adjust strategies as needed.
- Leverage financial planning software (e.g. MoneyGuidePro EMoney) to design model and refine detailed customized financial plans that meet each clients specific needs.
- Collaborate with Relationship Managers (RM) and Wealth Advisors to ensure an integrated seamless client experience executing strategies with precision accountability and timeliness.
- Enhance client relationships through needs assessments and ongoing dialogues identifying opportunities to proactively address clients evolving financial needs and adjust plans to meet those needs.
- Work closely with Subject Matter Experts (SMEs) to develop and implement strategies tailored to each clients unique financial circumstances and longterm goals ensuring highlevel customized solutions.
- Guide clients through various stages of their financial lives making independent decisions and adjusting strategies based on personal or financial changes that may affect their financial situation.
- Stay informed on industry best practices and financial planning trends particularly in areas such as wealth transfer business succession retirement planning and estate and tax strategies to maintain an expert level of knowledge and client service.
Qualifications
- 57 years of experience in financial planning wealth management or a related financial services role.
- Proven experience in estate planning tax planning retirement planning and wealth transition strategies.
- Handson experience with financial planning software such as MoneyGuidePro EMoney Addepar or similar tools.
- Detailoriented with strong analytical abilities and the capacity to organize data and think critically in fastpaced situations.
- Advanced proficiency in Microsoft Office particularly Excel and PowerPoint.
- Excellent project management time management and problemsolving skills with the ability to manage competing deadlines effectively.
- Exceptional interpersonal and communication skills with the ability to build strong relationships and convey complex financial concepts clearly to clients and colleagues.
- Selfmotivated proactive and able to independently drive learning and improvement.
- Strong client relationship management skills with the ability to build and maintain longterm relationships based on trust and understanding of client needs.
- Proven ability to make sound financial decisions independently with a focus on clientcentered solutions and adapting to changing circumstances.
- Proficient in financial planning software (e.g. MoneyGuidePro EMoney) and an indepth understanding of financial planning strategies.
- Solid understanding of industry best practices in financial planning including estate planning wealth transfer retirement planning and tax strategies.
- Problemsolving ability with the capacity to identify challenges and develop strategic actionable solutions.
- Collaborative team player with experience working alongside Relationship Managers Wealth Advisors and Subject Matter Experts.
- Ability to adapt strategies and recommendations based on evolving client needs market conditions and financial circumstances.
- Familiarity with relevant financial regulations and compliance requirements in wealth management and financial planning.
Education
- Bachelors Degree in Finance Accounting Economics Business Administration or a related field required.
- Masters Degree preferred.
- CFP or equivalent designation preferred.
Special Instructions to Candidates
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 601.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department ator by email at.
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