Wealth Planner

Job Description Job Description

Department:

Family Office Services Technical

Reports To:

Chief Wealth Planning Officer

FLSA Status:

Exempt

POSITION SUMMARY

The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. This is a technical role with no direct client interaction.

DUTIES & RESPONSIBILITIES
Wealth Planning & Analysis

• Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials
• Review and analyze estate planning documents to identify opportunities and support client objectives
• Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools
• Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations
• Support client-facing teams through technical analysis and documentation; no direct client interaction

Internal Technical Resource

• Provide technical guidance to client teams during planning and meeting preparation
• Review work from associates and integrate feedback from Managing Directors and Client Service Teams
• Research and respond to estate and financial planning questions
• Stay current on tax, legislative, and industry developments

Tools, Templates & Education

• Develop and maintain planning templates, reports, and analyses
• Contribute to internal technical content, training materials, and educational resources

Administrative, Professional Development & Other Duties

• Handle administrative tasks, attend internal meetings, and participate in ongoing training
• Perform additional responsibilities as needed to support the firm and client teams

QUALIFICATIONS

• Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required
• 3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required
• Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns
• Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred
• Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily
• Highly organized and detail oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Demonstrated professionalism, discretion, and respect for confidential matters
• Able to work both independently and as part of cross functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

• Long periods of sitting, utilizing a computer
• This is an onsite role working in the office full-time
• Limited travel as business needs necessitate