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Wealth Planner Affluent Clients
Job Description & How to Apply Below
Join a premier wealth management firm as a Wealth Planner, assisting high-net-worth clients in fulfilling their financial goals through tailored strategies. This role focuses on advanced financial plans and relationship building in a stable 8:30 AM to 5:00 PM schedule.
Our leading organization seeks an experienced wealth planner dedicated to serving affluent individuals, business owners, and families. You will develop comprehensive wealth plans, analyze complex situations, and guide intergenerational wealth transfer strategies. Strong collaboration with advisors and specialists is essential to delivering customized solutions.
Key Responsibilities:
• Develop and present tailored financial wealth plans
• Analyze retirement, tax, and wealth transfer scenarios
• Collaborate with tax, estate, and insurance experts
• Build relationships with accountants and legal professionals
• Identify opportunities to deepen client engagement
Requirements:
• University degree in Accounting or Finance required
• CPA or CFP professional designation mandatory
• Minimum 3 years' wealth planning experience
• Proven experience with high-net-worth clients
• Strong knowledge of various financial strategies
Bring your expertise in financial planning to support clients in achieving their financial ambitions.
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