Wealth Planner

Profile

Wealth Planner
The candidate will serve as an expert on matters of estate and tax planning and on other various financial planning topics. Will be responsible for working with clients in creating personalized, and comprehensive wealth plans, and to assist the Private Bank team in developing and expanding client relationships. Duties include : Wealth Planning; Develop, consult on, and implement financial plans for clients, including those of the greatest complexity; Provide unbiased wealth planning strategies and advice across a range of financial planning needs. Collaborate with Private Bank team on specific subject matters and in the acquisition or expansion of clients. Review and summarize complex estate planning documents. Work with business owners to provide them with advice on retirement and estate planning issues, specifically on business transition strategies. Client Servicing: Serve as a trusted advisor and financial coach to clients with significant wealth and complexity. Build, analyze and deliver personalized plans to clients. Explain wealth planning, tax and investments management concepts and strategies, and factors impacting the markets to clients effectively through both written and oral communication.

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