Senior HNW Wealth Planning Architect

Cetera Financial Group; United States; Remote; USD 120,000 - 185,000; Full time

Benefits offered by this job

Competitive performance-based bonus

Comprehensive benefits package

Job summary

A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully engage with advisors and clients. Responsibilities include guiding financial professionals, conducting strategic meetings, and providing integrated financial solutions. The role offers a competitive salary range and opportunities for growth.

Qualifications

• At least 10 years’ experience in HNW planning role.
• FINRA Series 7 & 63 required.
• Life insurance license preferred.
• Strong understanding of trust and estate planning.
• Experience with alternative investments necessary.

Responsibilities

• Build and maintain relationships with financial professionals.
• Guide FPs in financial planning for affluent investors.
• Conduct discovery meetings and provide strategic recommendations.
• Partner with internal teams to deliver integrated planning solutions.

Skills

Interpersonal skills

Communication skills

Data synthesis

Collaborative mindset

Self-starter

Education

BS/BA in business, finance, economics, or related field

CFP® designation or equivalent experience

Tools

Microsoft PowerPoint

Microsoft Excel

Salesforce

eMoney

MoneyGuidePro

Job description

A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully engage with advisors and clients. Responsibilities include guiding financial professionals, conducting strategic meetings, and providing integrated financial solutions. The role offers a competitive salary range and opportunities for growth.