Private Wealth Planner for UHNW Clients

MidFirst Business Credit, Inc.; Scottsdale, Northern (AZ, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

MidFirst Bank seeks an experienced Wealth Planner to join its Private Wealth team, delivering comprehensive financial planning to affluent clients and partnering with Wealth Advisors, Trust Advisors, and Portfolio Managers.

You will design and present plans, craft client-ready deliverables, and deepen relationships through sophisticated planning strategies across retirement, tax, estate, and risk management areas.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Economics, Business Administration, or related field.
• 3–5+ years drafting and presenting financial plans to clients and prospects.
• Proficiency with eMoney or other cash flow planning software applications.
• Demonstrated ability to develop comprehensive financial plans including retirement, tax, estate, insurance, and risk management strategies.
• Experience working with HNW/UHNW clients, business owners, and multi-generational families.
• Travel required up to 40%.

Responsibilities

• Create comprehensive financial plans using cash flow planning software and multi-scenario stress testing.
• Enter and validate client data in planning applications with accurate assumptions.
• Draft planning summaries and client-ready deliverables with limited oversight.
• Support estate planning with net-worth statements, trust projections, and liquidity analyses.
• Create modular analyses to support client conversations (retirement, tax, estate, insurance, education, business succession, philanthropy).
• Run scenario modeling to compare planning alternatives and trade-offs.
• Lead and participate in client meetings to gather data and present planning concepts.
• Distill complex planning concepts into clear, actionable guidance for sophisticated clients.
• Serve as ongoing resource to Wealth Advisors, Trust Advisors and Portfolio Managers.
• Create wealth planning collateral to support clients and internal partners.
• Support business development with pre-meeting planning insights.
• Contribute to process and tool improvements for planning workflows.

Skills

Analytical skills

Excellent communication

Client-service orientation

Travel up to 40%

Education

Bachelor’s degree in Financial Planning/Finance/Economics/Business Admin

CFP® designation or advanced credentials (CPA/JD/LL.M.)

3–5+ years drafting/presenting financial plans

Tools

eMoney

Job description

MidFirst Bank seeks an experienced Wealth Planner to join its Private Wealth team, delivering comprehensive financial planning to affluent clients and partnering with Wealth Advisors, Trust Advisors, and Portfolio Managers.

You will design and present plans, craft client-ready deliverables, and deepen relationships through sophisticated planning strategies across retirement, tax, estate, and risk management areas.