UHNW Wealth Planner — Growth & Ownership Mindset

Premier Path Wealth Partners; Madison (NJ); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Hybrid 4 in 1 remote schedule

3–5 weeks PTO + holidays

401(k) with 3% company match

Summer Fridays

Education support

Job summary

Premier Path Wealth Partners is seeking an experienced Financial Planner to develop and execute comprehensive planning strategies for high-net-worth and ultra-high-net-worth clients. You will work with wealth advisors, attorneys, CPAs, and other specialists to provide estate, tax, retirement, and multi-generational wealth planning guidance.

The role requires 4–7 years of experience and credentials such as CFP®, CPWA®, JD, or LLM.

Qualifications

• 4–7 years of professional financial planning experience.
• CFP®, CPWA®, JD or LLM required; two or more preferred.
• Strong technical expertise in comprehensive financial planning, including estate, tax, retirement, and wealth planning strategies.
• Experience working with high-net-worth or ultra-high-net-worth clients preferred.
• Collaboration with attorneys, CPAs, and other professional advisors preferred.
• Excellent emotional intelligence, communication, and interpersonal skills.
• Willingness to adapt to client needs and priorities and manage complex conversations.

Responsibilities

• Develop, analyze, and communicate comprehensive financial plans for high-net-worth and ultra-high-net-worth clients.
• Identify and evaluate sophisticated planning opportunities across estate, tax, retirement, risk management, charitable giving, and multi-generational wealth strategies.
• Research complex planning strategies and develop thoughtful, actionable recommendations.
• Collaborate with Wealth Advisors, attorneys, CPAs, insurance professionals, and other specialists to coordinate planning strategies.
• Translate complex financial concepts into clear, practical recommendations tailored to client needs.
• Demonstrate sound judgment when navigating sensitive financial and family matters.
• Take ownership of planning deliverables from analysis through implementation and follow-up.
• Contribute to the continued development and improvement of the firm’s financial planning capabilities.

Skills

Emotional intelligence

Communication

Analytical thinking

Problem solving

Attention to detail

Client relationship management

Education

CFP

CPWA

JD

LLM

Job description

Premier Path Wealth Partners is seeking an experienced Financial Planner to develop and execute comprehensive planning strategies for high-net-worth and ultra-high-net-worth clients. You will work with wealth advisors, attorneys, CPAs, and other specialists to provide estate, tax, retirement, and multi-generational wealth planning guidance.

The role requires 4–7 years of experience and credentials such as CFP®, CPWA®, JD, or LLM.