Senior Wealth Planning Strategist for High-Net-Worth Clients

Advisors Excel, LLC; Topeka, Lenexa (KS, KS); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with matching

Generous PTO

On-site café

On-site gym

Primary care

Professional development

Employee events

Job summary

Advisors Excel is seeking an Advanced Planning Consultant who will serve as a trusted financial planning resource for its network of independent financial advisors. You will evaluate client goals and financial circumstances and develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management.

This consultative role involves working with advisors, clients, and internal professionals to identify opportunities, communicate solutions clearly, and

Qualifications

• 5+ years in financial planning or wealth management.
• Broad knowledge of taxation, estate planning, investments.
• Strong analytical and critical-thinking skills.
• Excellent communication and presentation abilities.
• Proven ability to build trusted relationships with advisors and clients.
• Ability to manage multiple complex cases independently.

Responsibilities

• Consult with independent financial advisors on complex high-net-worth cases, providing advanced financial planning guidance and strategic recommendations.
• Develop holistic planning strategies across investments, tax, estate, retirement, insurance, and risk management.
• Analyze client financial information, goals, and circumstances to identify planning opportunities, risks, and solutions.
• Evaluate complex planning strategies and develop recommendations aligned with the client's wealth plan.
• Serve as a trusted thought partner to advisors by asking insightful questions and identifying opportunities beyond the initial request.
• Explain complex financial, tax, estate, and wealth planning concepts clearly to advisors and clients.
• Prepare financial projections, illustrations, analyses, and planning materials to demonstrate advanced planning strategies.
• Present advanced planning concepts in advisor and high-net-worth client meetings.
• Collaborate with marketing, legal, compliance, tax, estate planning, insurance, and investment professionals to develop comprehensive solutions.
• Build and maintain strong relationships with financial advisors and other professionals.
• Manage multiple complex high-net-worth planning cases with accuracy and organization.
• Stay current on tax law, estate planning strategies, and investment developments.

Skills

Financial planning

Wealth management

Analytical thinking

Communication skills

Presentation skills

Client relationships

Independent work

Job description

Advisors Excel is seeking an Advanced Planning Consultant who will serve as a trusted financial planning resource for its network of independent financial advisors. You will evaluate client goals and financial circumstances and develop holistic strategies across investments, taxation, estate planning, retirement, insurance, and risk management.

This consultative role involves working with advisors, clients, and internal professionals to identify opportunities, communicate solutions clearly, and