Family Office Wealth Planner

Walnut Ridge; Beachwood (OH); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Walnut Ridge seeks a Family Financial Planner to support multiple family households, clarifying goals, projecting cash needs, and coordinating resources with external advisors. You will integrate insights from our OCIO and specialists to shape individualized planning in a private family-office setting.

The role emphasizes listening, discretion, and structured engagement while building durable, practical guidance for long-term wealth and governance across generations.

Qualifications

• Bachelor’s degree or equivalent required; CFP preferred or actively pursuing.
• 5+ years in personal financial planning or wealth advisory.
• Strong Excel and financial-planning software experience; able to build models.

Responsibilities

• Lead financial-planning relationships for designated family units.
• Develop cash-flow forecasts, budgets, and liquidity plans.
• Coordinate with OCIO, custodians, and external advisers.
• Translate analyses into clear, actionable guidance for families.
• Document decisions, manage timelines, and ensure fiduciary discretion.

Skills

Listening

Relationship management

Interpersonal skills

Project management

Communication

Education

Bachelor’s degree or equivalent

CFP certification / progress toward certification

CPA/PFS designation considered

Tools

Excel

Financial planning software

Job description

Walnut Ridge seeks a Family Financial Planner to support multiple family households, clarifying goals, projecting cash needs, and coordinating resources with external advisors. You will integrate insights from our OCIO and specialists to shape individualized planning in a private family-office setting.

The role emphasizes listening, discretion, and structured engagement while building durable, practical guidance for long-term wealth and governance across generations.