Senior Wealth Planner
About The Position
The Senior Wealth Planner serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Senior Wealth Planner leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.
Requirements
- Bachelor’s degree
- Series 65
- Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree
- 3-6+ years of industry experience
- Proficiency in all Wealth Planner functions, plus:
- Proven leader, decision-maker, and subject matter expert.
- Independently sources new client revenue and expands upon existing client relationships.
- Independently develops and communicates wealth planning strategies and manages client relationships.
- Strong interpersonal and networking skills with both external clients and internal collaboration.
- Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
- Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
- Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
- Must accept and thrive in a fast-paced, changing environment.
- Tenacious about doing what is right for the client – always.
Nice To Haves
- Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
Responsibilities
- Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention.
- Develop and communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences.
- Serve as a secondary advisor for selected clients as needed.
- Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
- Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process.
- Lead client meetings through all phases of our wealth planning process.
- Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client’s financial plan.
- Identify cross-department solutions for client needs and able to speak generally of other service offerings.
- Mentor and train colleagues on best practices in wealth planning, client management, and business development.
- Proactively interact with clients and lead team to create a exemplary client experience.
- Assist with the timely completion and submission of all client related transaction requests.
- Involvement in company committees and/or firm-wide initiatives.
- Perform other duties as deemed necessary or as directed.
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
