Senior Technical Wealth Planner; Estate & Tax
Listed on 2026-10-06
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Finance & Banking
Wealth Management
ADP, Inc. in Atlanta, GA is seeking a Wealth Planner to prepare estate and wealth planning analyses, build financial models, and support high-net-worth client objectives. This is a technical role with no direct client interaction and requires strong analytical and Excel skills.
The position is full-time, onsite, reporting to the Chief Wealth Planning Officer, with limited travel and a focus on delivering planning recommendations to internal teams.
We are seeking a motivated Senior Technical Wealth Planner (Estate & Tax) to join ADP, Inc. in Grand Rapids, MI, United States.
Learn more about the Senior Technical Wealth Planner (Estate & Tax) role in the description above.
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