Wealth Planner

NFP•Madison, WI

22h•Hybrid

About The Position

The Wealth Planner will serve as a core member of the Wealth Strategy Team, supporting Financial Advisors and clients through the development of comprehensive wealth transfer plans (“Wealth Books”). This role is designed for a technically strong planner who is interested in evolving into ultra-high-net-worth (UHNW) advisory work, including complex estate, tax, and multi-generational planning. Over time, the individual may transition from plan development and coordination into a more strategic role, participating in advanced planning conversations and serving as a thought partner to advisors and UHNW clients.

Requirements

Strong foundation in planning
CFP, JD, or CPA strongly preferred
Demonstrated attention to detail and ability to manage complex information
Interest in UHNW planning, estate strategies, and multi-generational wealth
Strong organizational and communication skills
Collaborative mindset and desire to work closely with advisors and senior strategists

Responsibilities

Serve as the primary coordinator for Wealth Book creation in partnership with Financial Advisors (FAs)
Gather and organize client data, including financial statements, estate documents, and family structure
Develop initial drafts of: Net worth statements and balance sheets, Estate flowcharts and wealth transfer structures
Incorporate feedback from Senior Wealth Strategists and revise deliverables to final form
Maintain and update existing Wealth Books as client circumstances evolve
Act as a first point of contact for FAs and their teams initiating planning engagements
Participate in internal pre-meetings to align on strategy and deliverables
Join client meetings as appropriate, with increasing exposure to UHNW relationships over time
Proactively follow up with advisors and internal teams to ensure timely completion of planning inputs
Actively contribute to team meetings, case discussions, and planning ideation
Build relationships with Financial Advisors as a trusted and accessible planning resource
Support planning needs for clients in the ~$10M–$30M range while developing toward more complex UHNW cases
Produce one piece of intellectual capital per quarter (article, blog, video, etc.) on relevant planning topics
Assist in maintaining and enhancing firm-wide planning materials (presentations, guides, templates)
Increase exposure to advanced estate planning concepts (trust structures, generational planning, philanthropic strategies)
Increase exposure to complex balance sheets (operating businesses, private investments, multi-entity structures)
Increase exposure to tax-aware planning strategies and coordination with external advisors (CPAs, attorneys)
Participate in high-net-worth and UHNW client discussions alongside Senior Wealth Strategists