SVPSenior Wealth Planner

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 7 days ago

Vacancies: 1 Vacancy

Job Summary

SVP/Senior Wealth Planner

Summary

Working in conjunction with the firms wealth advisors and portfolio managers the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members.

Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm.

Key Responsibilities

Constructing and formulating client wealth planning analyses focusing on retirement cash flow asset allocation wealth simulation analysis income tax estate and risk management strategies utilizing eMoney software
Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings
Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance
Conducting eMoney training sessions expanding overall usage of eMoney planning software
Participating on the firms committee discussing industry best practices and firm level processes

Qualifications and Experience

15 years of experience working directly with clients in a financial planning capacity
Proven track record of consistently meeting or exceeding predetermined key objectives
Strong executive presence active listening client preparedness and presentation skills
Experience managing and training team members
Deep knowledge of financial planning insurance retirement savings vehicles
Expert proficiency in eMoney software
CFP designation required

Required Experience:

Senior Exec

SVP/Senior Wealth PlannerSummaryWorking in conjunction with the firms wealth advisors and portfolio managers the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients financial situation. The senio...