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