Wealth Planner for Private Wealth Clients

MidFirst Bank; Scottsdale (AZ); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

MidFirst Bank is seeking an experienced Wealth Planner to join our Private Wealth team. This role delivers comprehensive financial planning to affluent clients, partnering with Wealth Advisors, Trust Advisors and Portfolio Managers to design sophisticated strategies.

You will deepen client relationships by presenting plans and providing actionable guidance. You will create modular analyses, lead client meetings, and contribute to planning processes and client experiences.

Qualifications

• 3–5+ years of experience drafting and presenting financial plans to clients and prospects.
• Proficiency with eMoney or other cash flow planning software applications (required).
• CFP designation or advanced credentials (CPA, JD, LL.M.) required.
• Demonstrated ability to develop comprehensive financial plans including retirement, tax, estate, and risk management.
• Experience with HNW/UHNW clients, business owners, and multi-generational families.
• Strong analytical, problem-solving, and quantitative skills.
• Excellent written and verbal communication skills.

Responsabilités

• Create comprehensive financial plans using cash flow planning software with monte carlo simulations and multi-scenario stress testing.
• Enter, validate, and maintain client data within financial planning applications; ensure accuracy of assumptions and outputs.
• Draft planning summaries, recommendations, and client-ready deliverables with limited oversight.
• Support estate planning with net-worth statements, trust projections, liquidity analyses, and wealth-transfer scenarios.
• Create modular analyses (retirement, tax, estate, insurance, education, business succession, philanthropic) for client conversations.
• Conduct scenario modeling and projections to evaluate planning alternatives and trade-offs.
• Lead client meetings to gather data, articulate concepts, address questions, and present plans.
• Distill complex planning concepts into clear, actionable guidance for sophisticated clients.
• Serve as ongoing resource to Wealth Advisors, Trust Advisors and Portfolio Managers.
• Create wealth planning collateral and resources for retirement, education, insurance, estate planning, business succession, philanthropic planning.
• Support business development with pre-meeting planning insights for prospective clients.
• Contribute to continuous improvement of planning processes, tools, workflows and client experience standards.

Connaissances

Client communication

Financial planning analysis

Retirement planning

Estate planning

Tax planning

Team collaboration

Formation

Bachelor's degree in Financial Planning, Finance, Economics, Business Administration, or related field

CFP® designation or advanced credentials (CPA, JD, LL.M.)

Outils

eMoney

Description du poste

MidFirst Bank is seeking an experienced Wealth Planner to join our Private Wealth team. This role delivers comprehensive financial planning to affluent clients, partnering with Wealth Advisors, Trust Advisors and Portfolio Managers to design sophisticated strategies.

You will deepen client relationships by presenting plans and providing actionable guidance. You will create modular analyses, lead client meetings, and contribute to planning processes and client experiences.