Job Summary
The Wealth Planner is responsible for delivering financial planning experience to high net worth clients and prospects. The Planner will work closely with Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.

Responsibilities

• Actively participate in Core Private Bank prospect, client, and centers of influence (COI) meetings as financial planning expert.


• Lead prospect, client and COI planning engagements when advising on Advanced Planning priorities.


• Collaborate with Relationship Managers to proactively reach out to clients to advise on age milestone, life events, and children/wealth planning opportunities.


• Partner with Fiduciary, Insurance, Investment teammates to deliver the Planning experience to prospects, clients, COIs, etc.


• Provide in-market financial planning support and coaching to Relationship Managers to advance their planning acumen.


• Work with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities.


• Support internal and external planning content development projects.




• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice


• Complies with all policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of clients.

Education Qualifications

• Bachelor's Degree in business related field or equivalent work experience (required)

Experience Qualifications

• 5+ years in financial planning capacity providing financial planning advice to affluent clients (required)


• 3+ years providing financial planning advice to high net worth clients (preferred)

Licenses and Certifications

• **Certified Financial Planner (CFP) (required)

Tactical Skills

• Expertise in goals-based planning process, including discovery, plan development and delivery.


• Ability to coach advisors on the planning process - technical and consultative.


• Experience in modeling estate, wealth transfer, multi-generational, liquidity event scenarios.


• Proficiency with planning tools (software) required. MoneyGuide, Wealth Studios preferred.


• Proven track record of working with high and ultra-high net worth families.


• Strong team player, responsive partner and effective collaborator.


• Experience working with CRM tools.

Travel

• Occasional travel to include overnight stay.