Financial Planner

JCW; Pennsylvania; On-site; USD 50,000 - 75,000; Full time

Job summary

A well-established advisory firm seeks a Wealth Strategist to deliver advanced financial planning for ultra-affluent clients. This role involves collaborative efforts to design sophisticated financial strategies, interpreting complex business structures, and simplifying them into client-ready recommendations. Ideal candidates will have over 10 years of experience in financial planning and a robust background in estate and tax strategies.

Qualifications

• 10+ years of experience delivering financial planning to ultra-high-net-worth individuals.
• Strong understanding of complex financial strategies including estate and tax planning.
• Advanced modeling experience in Excel is required.

Responsibilities

• Develop and present advanced financial plans integrating estate, tax, and cash flow.
• Create customized planning deliverables including estate flow models and projections.
• Collaborate with external advisors to deliver coordinated planning.

Skills

Advanced modeling

Strong interpersonal skills

Complex financial strategies

Education

Bachelor’s degree in Finance, Accounting, or related field

CFP, CPA or similar credentials

Master’s degree in Finance, Taxation, or Estate Planning

Job description

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A well-established, privately held advisory firm is seeking a Wealth Strategist to join its high-performing team focused on ultra-affluent individuals and business owners. This role offers the opportunity to deliver highly customized, multi-generational financial planning in partnership with internal advisors and external professionals.

About the Role:

This individual will be responsible for developing and presenting advanced financial plans that integrate estate, tax, cash flow, succession, and philanthropic strategies. The role requires frequent collaboration with advisors, CPAs, attorneys, and clients to design solutions that align with each family’s broader financial picture and values. Candidates should be comfortable interpreting complex business structures, modeling various financial scenarios, and simplifying technical concepts into client-ready recommendations.

Key Responsibilities:

• Create customized planning deliverables including estate flow models, pro forma balance sheets, cash flow projections, and exit strategies
• Review and interpret tax returns, legal documents, and entity structures to identify planning opportunities
• Develop advanced philanthropic and legacy strategies aligned with client goals
• Work directly with external advisors (CPAs, attorneys) to deliver coordinated planning
• Identify and incorporate tools or software to enhance plan design and communication
• Support broader business planning through investment coordination and scenario modeling
• Provide thought leadership on evolving planning strategies and high-net-worth client needs

Ideal Background:

• 10+ years of experience delivering financial planning to ultra-high-net-worth individuals and/or business owners
• Strong understanding of complex financial strategies, including estate, tax, and business succession planning
• Advanced modeling experience in Excel required
• Strong interpersonal skills with an ability to simplify complex concepts
• Bachelor’s degree in Finance, Accounting, or a related field required; CFP, CPA, or similar credentials strongly preferred
• Master’s degree in Finance, Taxation, or Estate Planning a plus

This is a unique opportunity for a strategic thinker who thrives in a collaborative environment and enjoys solving sophisticated planning challenges for some of the most complex client profiles in the market.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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