Financial Planner, HNW

Job Description Job Description This growing firm has existing clients and incoming referrals that a new Planner will be responsible for servicing. Providing client specific customized plans and recommendations for personal high net worth clients and their businesses. Presenting thoughtful plans to clients in a way that will highlight the benefits and solutions recommended.

Identifying and assisting with intergenerational wealth management opportunities. Coordinating with legal, tax and other professionals for smooth planning and integration