Senior Wealth Planner

Job Summary & Introduction

A leading private wealth platform is seeking a Senior Wealth Planner to join a centralized planning group that supports high net worth households with advanced financial, estate, and tax planning needs. This team partners directly with advisor and portfolio management groups to deliver sophisticated analyses and clear, actionable guidance. The Senior Wealth Planner will play a key role in shaping client deliverables, elevating planning standards across the organization, and ensuring that complex planning considerations are communicated with clarity and precision. This opportunity is well suited for a seasoned planner looking to influence both client outcomes and internal planning strategy.

Skills & Experience

• 7+ years of client facing financial planning experience
• Deep understanding of retirement, tax, estate, and risk management strategies
• Strong command of eMoney and the ability to serve as a firmwide subject matter expert
• Proven ability to lead client conversations and collaborate with advisors and investment teams
• Excellent written and verbal communication skills
• Experience reviewing and coaching junior planning professionals
• Demonstrated success achieving planning related objectives and delivering high quality work
• CFP® designation required

Detailed Job Description

The Senior Wealth Planner will develop comprehensive planning analyses incorporating retirement cash flow modeling, asset allocation reviews, wealth simulations, income tax considerations, estate structures, and risk management strategies. This role requires translating analytical findings into planning recommendations that support advisors in client discussions and help clients make informed long term decisions.

This individual will lead planning conversations during client meetings, prepare materials for advisor teams, and provide ongoing subject matter expertise on personal finance topics. They will also oversee the quality and accuracy of financial plans produced by junior planners, offering guidance and refinement as needed.

Because financial planning software is central to the client experience, the Senior Wealth Planner will serve as the primary internal contact for eMoney. Responsibilities include coordinating with external software representatives, conducting training sessions, improving adoption across the planning team, and ensuring consistent application of planning tools throughout the firm.

The position also contributes to internal committees focused on planning standards and best practices, helping define processes that enhance the depth and consistency of planning deliverables across the organization.

If interested, please apply or email [email protected] for a confidential conversation about this opportunity.