Overview In this role you will lead end-to-end financial and estate planning for high-net-worth clients, acting as a subject-matter expert and collaborating with advisors. You will use eMoney and other tools to deliver tailored planning solutions, supported by an Advanced Planning Analyst, across a regional footprint. The role combines remote collaboration with periodic in-person meetings and travel to stay connected with clients and centers. You will shape planning engagements, coach junior staff, and drive high-impact client outcomes in a client-first, professional culture.
Responsibilities- Lead end-to-end financial and estate planning engagements for high-net-worth clients
- Use eMoney and other planning tools to develop comprehensive client solutions
- Collaborate with the Advanced Planning Analyst and regional team to support engagements
- Travel 5-20% and work across investor centers remotely or in person
- Coach and develop junior team members
- Communicate complex planning concepts clearly to clients and advisors
- Manage priorities and balance multiple tasks to deliver timely planning outcomes
- Contribute to regional strategy and increase impact on client outcomes
Key requirements- Bachelor's Degree with preferred designations: CPA, JD, M.T., LLM in taxation, CFA or CFP
- 13-15 years total experience with 7+ years in trusts/estate planning, income tax or succession planning
- FINRA Series 7 and 66 within 90 days of employment
- Retirement, financial, investment and insurance planning knowledge
- Estate planning, wealth transfer planning, wills/trusts, income taxation, and estate tax knowledge
- Ability to build and review financial plans using tools like eMoney
- Experience with business owners or Pre-IPO companies is a plus
- Proven ability to lead in a regional/hub role and work independently
- Strong communication, emotional intelligence, and client-advisor relationship skills
- Client-first mindset and ability to manage competing priorities
- Emotional intelligence
- Strong communication
- Leadership and coaching
- eMoney
- Financial planning and estate planning tools
- Understanding of trusts, wills, taxes
