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Role Description

• Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives.
• Act as subject matter expert for Advisors on financial planning and financial planning software, social security issues, deferred compensation plans, Roth conversions, and other complex financial planning topics.
• Create client-facing, custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients.
• Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamics, and other risks.
• Quickly identify, pursue, and present solutions aligned with the best interests of the client.
• Participate in client meetings and work within a team environment to deliver integrated planning services.
• Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables.
• Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors.
• Keep abreast of legislative and tax changes.
• Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors.
• Cultivate and maintain relationships with Advisors directly and in partnership with colleagues.
• Participate in client and community events and present at company-sponsored events regarding relevant and timely wealth planning issues.
• Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients.
• Coach and mentor colleagues on different wealth planning topics.

Qualifications

• Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding.
• Current on innovative wealth planning solutions, including the use of different advanced planning techniques.
• Outstanding presentation skills, written and verbal communication skills.
• Outstanding Word, Excel, and PowerPoint creation abilities.
• Minimum 10 years of experience within a banking, RIA or wire-house culture.
• Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning.
• CFP, CPA or JD required.
• Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred.

Requirements

• The role of Senior Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel for the purposes of making presentations to groups and conducting client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month.
• Remote within the U.S.
• Travel to the company headquarters in Philadelphia, PA on a quarterly basis to be expected.

Compensation

• The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors.
• We offer a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.