Senior Wealth Planner & Integrated Family Strategy

Northwestern Mutual; Indianapolis (IN); On-site; USD 105,000 - 120,000; Full time

Job summary

Verity Wealth seeks a Lead Financial Planner to organize and deliver sophisticated, tax-aware planning for affluent families in Indiana. You will integrate tax, estate, investment, and insurance considerations into clear guidance and collaborate with CPAs, attorneys, and investment professionals.

You will coach junior planners, review complex work, and continually improve templates and methodologies while staying current with planning developments and applying prudent judgment.

Qualifications

• Experience independently developing and communicating comprehensive plans for affluent families.
• Strong working knowledge of tax-aware, estate, retirement, investment, insurance, charitable, executive, or business-owner planning.
• Ability to explain consequential choices clearly in writing and speech.

Responsibilities

• Lead the analysis of sophisticated client situations and identify the decisions that matter most.
• Develop integrated, decision-ready recommendations and explain assumptions, tradeoffs, and implementation priorities.
• Coordinate with advisors, CPAs, attorneys, investment professionals, and insurance specialists.
• Review advanced planning work, strengthen quality controls, and help developing planners build technical independence.
• Improve planning templates, methods, documentation, training, and repeatable intellectual capital.
• Stay current on planning developments and apply them with sound professional judgment.
• Use planning tools as analytical resources, not substitutes for judgment.
• Own work through resolution, including handoffs, follow-through, and communication of dependencies.

Skills

Independent analytical judgment

Communication clarity

Coaching and mentoring

Integrated planning across tax, estate

Client-focused financial planning

Education

CPWA

CEPA

ChFC

CPA

JD

Job description

Verity Wealth seeks a Lead Financial Planner to organize and deliver sophisticated, tax-aware planning for affluent families in Indiana. You will integrate tax, estate, investment, and insurance considerations into clear guidance and collaborate with CPAs, attorneys, and investment professionals.

You will coach junior planners, review complex work, and continually improve templates and methodologies while staying current with planning developments and applying prudent judgment.