Senior Technical Wealth Planner (Estate & Tax)

ADP, Inc.; Grand Rapids (MI); On-site; USD 95,000 - 130,000; Full time

Job summary

ADP, Inc. in Atlanta, GA is seeking a Wealth Planner to prepare estate and wealth planning analyses, build financial models, and support high-net-worth client objectives. This is a technical role with no direct client interaction and requires strong analytical and Excel skills.

The position is full-time, onsite, reporting to the Chief Wealth Planning Officer, with limited travel and a focus on delivering planning recommendations to internal teams.

Qualifications

• Bachelor’s degree and an advanced degree in a relevant field or professional designation (such as CFP, CPA, CPWA), required
• 3+ years of experience in wealth, estate, or tax planning; UHNW experience preferred but not required
• Strong analytical and technical skills to interpret estate documents, financial statements, and tax returns

Responsibilities

• Develop estate and wealth transfer strategies with flowcharts, illustrations and planning materials
• Review and analyse estate planning documents to identify opportunities and support client objectives
• Build financial models using NaviPlan, Excel, and other tools
• Collaborate with internal teams to deliver high-quality planning recommendations
• Provide technical guidance to client teams and prepare for meetings; no direct client interaction

Skills

Analytical skills

Technical skills

Communication skills

Education

Bachelor’s degree in relevant field

Advanced degree or professional designation (CFP, CPA, CPWA)

Tools

NaviPlan

Microsoft Excel

Microsoft Office

Job description

ADP, Inc. in Atlanta, GA is seeking a Wealth Planner to prepare estate and wealth planning analyses, build financial models, and support high-net-worth client objectives. This is a technical role with no direct client interaction and requires strong analytical and Excel skills.

The position is full-time, onsite, reporting to the Chief Wealth Planning Officer, with limited travel and a focus on delivering planning recommendations to internal teams.