Vice President, Wealth Planner - Walnut Creek, CA
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About The Position
The Wealth Planner role is designed for individuals who are passionate about helping clients develop comprehensive wealth strategies. This position focuses on building deeper, meaningful relationships with families, assisting them in navigating various life stages while co-creating personalized and ongoing planning and investment strategies. The Wealth Planner is tasked with driving client loyalty and satisfaction by providing tailored financial planning that integrates investment management, ensuring that clients can achieve their financial goals both now and in the future, across generations. In this role, the Wealth Planner will implement effective wealth management strategies for clients, ensuring a high level of client loyalty and fostering long-term relationships. This involves serving as a primary trusted adviser, counselor, and coach to clients with significant wealth and complexity. The Wealth Planner will utilize sophisticated planning software to build, analyze, and deliver personalized financial plans, guiding clients in implementing these plans into appropriate solutions based on their specific goals. The Wealth Planner will also be responsible for fostering deep, trusted relationships across generations, helping families navigate decisions related to life stages and wealth transfer. This role is critical in driving client loyalty, increasing share of wallet, and generating referrals from existing customers. By collaborating with peers and sharing best practices, the Wealth Planner contributes to a culture of planning within the organization, ultimately enhancing the overall client experience and satisfaction.
