MidFirst Bank is seeking an experienced, highly motivated Wealth Planner to join our Private Wealth team.
Role Summary:
The Wealth Planner is a key member of the Private Wealth team responsible for delivering high-quality, comprehensive financial planning to our affluent clients. This role partners closely with Wealth Advisors, Trust Advisors and Portfolio Managers to provide sophisticated planning strategies that support complex client goals. The Wealth Planner will spend the majority of their time deepening client relationships by designing and presenting financial plans to support exceptional client service.
Responsibilities:
- Create comprehensive financial plans using cash flow planning software, integrating cash‑flow modeling, Monte Carlo simulations, retirement income strategies, and multi‑scenario stress testing.
- Enter, validate, and maintain client data within financial planning applications; ensure accuracy of assumptions and outputs.
- Draft planning summaries, recommendations, and client-ready deliverables with limited oversight
- Support estate planning by preparing net-worth statements, trust projections, liquidity analyses, and wealth-transfer scenarios.
- Create modular analyses (retirement, tax, estate, insurance, education, business succession, philanthropic) to support client conversations.
- Conduct scenario modeling and projections to evaluate planning alternatives and trade-offs.
- Participate in and lead client meetings as appropriate to gather data, clearly articulate planning concepts and methodologies, address technical questions and present financial plans.
- Distill complex planning concepts into clear, actionable guidance tailored to sophisticated clients.
- Serve as an ongoing resource to client-facing Wealth Advisors, Trust Advisors and Portfolio Managers.
- Create wealth planning collateral and resources related to retirement, education, insurance, estate planning, business succession, philanthropic and other planning-related material to support clients and internal partners.
- Support business development by preparing pre-meeting planning insights for prospective clients.
- Contribute to the continuous improvement of planning processes, tools, workflows and client experience standards.
Education/Qualifications:
- Bachelor’s degree in Financial Planning, Finance, Economics, Business Administration, or related field
- 3–5+ years of experience drafting and presenting financial plans to clients and prospects
- Proficiency with eMoney or other cash flow financial planning software applications (required)
- CFP® designation or advanced credentials (CPA, JD, LL.M.) required.
- Demonstrated ability to develop comprehensive financial plans including retirement, tax, estate, insurance, and risk management strategies
- Experience working with HNW/UHNW clients, business owners, and multi-generational families.
- Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning concepts, including applicable legal, tax, and regulatory requirements
- Specialization in tax or business succession planning a plus
- Strong analytical, problem-solving, and quantitative skills
- Excellent written and verbal communication skills, including the ability to present complex concepts to sophisticated clients
- High attention to detail; ability to prioritize multiple tasks and meet deadlines
- Client-service orientation with ability to work collaboratively across teams
- Travel Required up to 40%
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in Financial Planning, Finance, Economics, Business Administration, or a related field
- 3-5+ years of experience drafting and presenting financial plans to clients and prospects
- Proficiency with eMoney or other cash flow financial planning software applications
- CFP designation or advanced credential such as CPA, JD, or LL.M.
- Experience developing comprehensive retirement, tax, estate, insurance, and risk management plans
- Experience working with high-net-worth or ultra-high-net-worth clients, business owners, and multigenerational families
- Understanding of business succession, estate, philanthropic, insurance, education, and financial planning concepts, including legal, tax, and regulatory requirements
- Strong analytical, problem-solving, and quantitative skills
- Excellent written and verbal communication skills, including presenting complex concepts to sophisticated clients
- High attention to detail and ability to prioritize tasks and meet deadlines
- Client-service orientation and ability to collaborate across teams
- Specialization in tax or business succession planning
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
-
Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
-
Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
-
Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
