Elite Wealth Planner & eMoney Strategist

Social Capital Resources; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth clients. The role involves collaborating with Wealth Advisors and Portfolio Managers, delivering wealth planning analyses, and mentoring junior team members. The ideal candidate will have 15+ years of experience and expert proficiency in financial planning software. This position is well-suited for someone with a strong executive presence and excellent communication skills.

Qualifications

• 15+ years of experience in financial or wealth planning.
• Expert-level proficiency in financial planning software.
• Demonstrated success in client service and business growth.

Responsibilities

• Construct and deliver complex wealth planning analyses.
• Lead planning discussions and client meetings.
• Oversee financial plans prepared by junior planners.

Skills

Client relationship management

Financial analysis

Wealth planning

Communication skills

Tools

eMoney

Job description

A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth clients. The role involves collaborating with Wealth Advisors and Portfolio Managers, delivering wealth planning analyses, and mentoring junior team members. The ideal candidate will have 15+ years of experience and expert proficiency in financial planning software. This position is well-suited for someone with a strong executive presence and excellent communication skills.