Wealth Planner Job in Palm Beach, Florida US
Wealth Planner
Supports the Wealth Planner and/or Sr. Wealth Planning Strategist in providing planning services to WF Family Wealth (FW) clients. Prepares analysis and work product on moderate to complex cases. May deliver the plan in partnership with the relationship manager and/or Sr. Wealth Planning Strategist. Partners with relationship managers during the consultative process with the client. Documents, follows-up on status of, and supports the results of the financial planning process. Provides moderate to more advanced financial planning support. Focuses on cash-flow analysis, clarity schedules, insurance analysis, education funding analysis and other estate and non-estate planning related issues. May provide support as a subject-matter expert for a specific specialty or type of service. Acts as a financial planning generalist and product expert, when necessary. Adheres to all planning procedures and protocols. May supervise, train and review work of Wealth Planning Analysts. This position will be located in a FW office and will be part of the FW National Planning Practice. Basic Qualifications: 2+ years experience in wealth planning or related field. Minimum Qualifications: 3+ years of moderately complex to complex financial planning or estate planning experience Preferred Skills: CPA or JD