Senior Wealth Planner

Navigate Search; New York (NY); Hybrid; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Navigate Search partners with an independent wealth advisory firm to recruit a Senior Wealth Planner dedicated to hands-on planning for high-net-worth and UHNW clients within a growing planning and tax strategy team. You will build comprehensive financial plans, coordinate with CPAs and estate attorneys, and lead discussions with Financial Advisors while mentoring junior planners.

A CFP designation plus 7+ years of experience are required, with hybrid work in select U.S.

Qualifikationen

• CFP designation required.
• 7+ years of financial planning experience.
• Experience with HNW/UHNW clients.
• Strong tax planning knowledge.
• Proficient with eMoney or similar software and Holistiplan.

Aufgaben

• Build comprehensive financial plans for HNW and UHNW clients.
• Develop tax, retirement, estate, and wealth transfer strategies.
• Model liquidity events, equity compensation, and other complex scenarios.
• Lead planning discussions with Financial Advisors.
• Coordinate with clients' CPAs and estate attorneys.
• Review junior planners' work and improve planning processes.

Kenntnisse

HNW Planning

UHNW Planning

Tax Planning

eMoney

Holistiplan

Financial Planning

Ausbildung

CFP designation

Tools

eMoney

Holistiplan

Jobbeschreibung

I'm partnered with an independent wealth advisory firm seeking a Senior Wealth Planner. This opportunity is great for someone who enjoys hands-on planning for high-net-worth clients and wants to help shape a growing planning and tax strategy team.

Responsibilities:

• Build comprehensive financial plans for HNW and UHNW clients
• Develop tax, retirement, estate, and wealth transfer strategies
• Model liquidity events, equity compensation, and other complex scenarios
• Lead planning discussions alongside Financial Advisors
• Coordinate with clients' CPAs and estate attorneys
• Review junior planners' work and improve planning processes

Requirements:

• CFP® designation and 7+ years of financial planning experience
• Substantial experience with HNW and UHNW clients
• Strong tax planning knowledge and proficiency in eMoney or similar software, plus Holistiplan
• Hybrid preferred in New York, Bethesda, Austin, Denver, or San Diego; remote considered for exceptional candidates