Senior Financial Planner — UHNW Wealth Strategy

Energy Jobline ZR; Madison (WI); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Hybrid 4 in 1 remote schedule

Comprehensive health benefits (medical

3–5 weeks PTO + holidays

401(k) with 3% company match

Summer Fridays

Education assistance + professional-}

Job summary

Premier Path Wealth Partners is seeking an experienced Financial Planner to design comprehensive plans for high-net-worth clients, collaborating with wealth advisors, attorneys, CPAs, and other specialists. The role emphasizes technical planning, emotional intelligence, and client teamwork.

The position offers a hybrid schedule, a base salary between $150,000 and $180,000, and bonus potential based on performance and client outcomes, with strong support for ongoing education.

Qualifications

• 4–7 years of professional financial planning experience.
• At least one credential: CFP®, CPWA®, JD, or LLM.
• Strong technical expertise in estate, tax, retirement, and wealth planning.
• Experience with high-net-worth or ultra-high-net-worth clients.

Responsibilities

• Develop, analyze, and communicate comprehensive financial plans for high-net-worth clients.
• Identify and evaluate planning opportunities across estate, tax, retirement, and wealth strategies.
• Research complex planning strategies and provide actionable recommendations.
• Collaborate with attorneys, CPAs, and other advisors to coordinate planning.
• Translate complex concepts into clear, practical recommendations for clients.
• Demonstrate emotional intelligence when navigating sensitive client matters.
• Adapt to changing client needs and priorities.
• Own planning deliverables from analysis to implementation and follow-up.
• Contribute to ongoing development of the firm’s planning capabilities.

Skills

Financial planning

High-net-worth

Estate planning

Tax planning

Wealth management

Emotional intelligence

Communication

Education

CFP®

CPWA®

JD

LLM

Job description

Premier Path Wealth Partners is seeking an experienced Financial Planner to design comprehensive plans for high-net-worth clients, collaborating with wealth advisors, attorneys, CPAs, and other specialists. The role emphasizes technical planning, emotional intelligence, and client teamwork.

The position offers a hybrid schedule, a base salary between $150,000 and $180,000, and bonus potential based on performance and client outcomes, with strong support for ongoing education.