Position Overview

The Senior Financial Planner will work collaboratively with the professionals in the Tax and Estate Planning team, as well as Investment Advisors and Insurance Consultants, to prepare comprehensive financial plans for high‑net‑worth (HNW) clients. This is a salaried role with no commission sales component. The role involves translating complex financial situations into efficient and practical action plans to meet clients’ retirement and estate planning goals through in‑depth discovery and face‑to‑face conversations.

This is an existing vacancy.

Duties and Responsibilities

• Work directly with clients to collect necessary information and documentation, often in face‑to‑face meetings.
• Utilize financial planning software to develop financial projections and financial plans.
• Review wealth plans for accuracy.
• Summarize a client’s situation, analyze alternate solution...