High Net Worth Associate Financial Planner

Support senior planners and financial advisors in delivering comprehensive financial planning for high-net-worth clients. Gather and document client goals, contribute to customized plans and recommendations, coordinate with tax, estate, and investment specialists, and help prepare and deliver client materials and advice.

Responsibilities

• Partner with senior planners, financial advisors, and the high-net-worth team to deliver client services.
• Gather and document client needs and goals and provide inputs for holistic financial plans.
• Collaborate with specialists in estate planning, tax, business ownership, and portfolio strategy.
• Help consolidate recommendations and prepare client deliverables.
• Support delivery of financial planning advice and strategies under the senior planner's direction.
• Contribute financial planning expertise to team projects and initiatives.

Required Skills

• Holistic financial planning
• High-net-worth financial planning
• Client goal discovery and documentation
• Financial plan development
• Investment offerings and planning tools
• Tax planning concepts
• Estate planning concepts
• Business owner financial planning
• Financial recommendations development
• Financial planning regulations