Wealth Planner

Essential Functions  

• Work with clients primarily in the $5-$15 million investable assets spectrum to deliver customized solutions in multiple wealth planning areas of expertise based on their goals and objectives  
• Create client-facing custom-designed outputs and develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to U/HNW clients 
• Clearly communicate to clients and Advisors complex financial planning concepts, along with estate, wealth transfer, and liquidity event strategies, including their tax implications, family dynamic and other risks  
• Quickly identify, pursue, and present solutions aligned with the best interests of the client 
• Participate in client meetings and work within a team environment to deliver integrated planning services 
• Ensure enterprise-wide consistency by working across various internal teams on process, communication, and deliverables 
• Develop integrated estate and financial plans for U/HNW clients through partnering with colleagues and Advisors 
• Keep abreast of legislative and tax changes 
• Participate in the sales process to grow revenue by calling on clients in conjunction with colleagues and Advisors 
• Cultivate and maintain relationships with Advisors directly and in partnership with colleagues 
• Participate in client and community events and present at Company sponsored events regarding relevant and timely wealth planning issues 
• Partner with Marketing in the content creation process for both large and small audiences, with the goal of attracting high-and ultra-high net-worth clients 
• Coach and mentor colleagues on different wealth planning topics 

Qualifications  

• Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, portfolio design, transfer tax planning, asset protection planning, strategic tax management, and retirement funding, and the ability to work collaboratively with colleagues 
• Current on innovative wealth planning solutions, including the use of different advanced planning techniques 
• Outstanding presentation skills, written and verbal communication skills 
• Outstanding Word, Excel, and PowerPoint creation abilities 
• Minimum 3 years of experience within banking, RIA or wire-house culture. 
• Minimum 5 years of direct estate planning, estate and gift tax planning, and liquidity event exit planning experience. 
• JD required 
• Additional advanced degree (e.g., LLM, CPA) or additional advanced certifications (e.g., MBA, CFP, CEPA, CTFA) preferred 

Travel Requirements  

The role of Wealth Planner has significant travel responsibilities. While utilizing technology to the greatest extent possible, travel to deliver presentations to groups and conduct client-facing wealth planning meetings is a significant part of the role. The successful candidate should anticipate two weeks of travel per month. 

 Location  

Remote within the U.S. 

Travel to the company headquarters in Philadelphia, PA, on a quarterly basis is expected  

 

Compensation 

The anticipated compensation for this role is $125,000 - $350,000 and determined based on experience, qualifications and other job-related factors. 

We offer a comprehensive benefits package including medical, dental, vision, 401(k) with employer match, paid time off, and other firm-sponsored benefits.

Equal Opportunity Employer
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