SVP/Head of Wealth Planning
Job Description
Job Description
SVP/Head of Wealth Planning
Summary
Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients' financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members.
Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm.
Key Responsibilities
- Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software
- Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings
- Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance
- Conducting eMoney training sessions expanding overall usage of eMoney planning software
- Participating on the firm's committee discussing industry best practices and firm level processes
Qualifications and Experience
- 15+ years of experience working directly with clients in a financial planning capacity
- Proven track record of consistently meeting or exceeding predetermined key objectives
- Strong executive presence, active listening, client preparedness, and presentation skills
- Experience managing and training team members
- Deep knowledge of financial planning, insurance, retirement savings vehicles
- Expert proficiency in eMoney software
- CFP designation required
Recommended Jobs
Part Time Branch Ambassador - East Nassau Area
Overview Part Time Branch Ambassador - East Nassau Area Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your li…
PEER SPECIALIST
Job Description Job Description Established in 1926, Family Service League is a social services agency transforming lives and communities through mental health, addiction, housing, and essential …
Formal Temporary Housekeeper Needed in Sagaponack, NY
Formal Temporary Housekeeper Needed in Sagaponack, NYÂ (Live-In or Live-Out) Position: Temporary Housekeeper (Live-In or Live-Out) Schedule: Â Monday -Â Saturday | 9:00 AM - 4:00 PM (42 hours pe…
Bloomingdale's Manager, Executive Chef
About: Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We …
Senior Product Manager, Recommendations
Hinge is the dating app designed to be deleted In today's digital world, finding genuine relationships is tougher than ever. At Hinge, we’re on a mission to inspire intimate connection to create a…
Pharmaceutical Sales Representative (Primary Care)
In this role, you will be an integral part of a sales team developing and managing an assigned territory. You will have the opportunity to implement clients’ marketing plan by using your professional…
Retail Store Manager
Responsive recruiter Benefits: ~Training & development ~Wellness resources ~Employee discounts Are you a passionate leader who knows how to inspire, coach, and develop a team to achieve great…
Creator Success Specialist, Speakeasy
OVERVIEW OF THE COMPANY Fox Corporation Under the FOX banner, we produce and distribute content through some of the world’s leading and most valued brands, including: FOX News Media, FOX Sports…
Travel Registered Nurse Med Surg Job
Job Overview TLC Nursing Associates, Inc. is seeking a dedicated RN – Medical-Surgical (Med Surg) for travel assignments . This role involves providing direct patient care to individuals wit…