Senior Wealth Planner
On-siteCincinnati, Ohio, United States
Job Summary
Lead complex engagements for high-net-worth clients by designing integrated strategies across estate, tax, business, philanthropic, and liquidity planning. Collaborate with internal stakeholders to develop cohesive solutions for multi-generational wealth structures, beneficiary readiness, and family governance needs. Produce tailored financial plans using eMoney and MoneyGuidePro while joining client meetings as a subject matter expert on advanced topics like GRATs, SLATs, and concentrated stock solutions. Mentor junior planners and contribute to firm-wide strategy enhancements. Requires CFP® certification, 10+ years of experience with $10M–$50M+ net worth clients, and proficiency in advanced tax and investment concepts.
Required Qualifications
- Bachelor's degree in Finance, Financial Planning, Accounting, or related field
- CFP® required
- Minimum 10 years of financial planning experience
- Experience working with clients in the $10M - $50M+ net worth segment
- Familiarity with planning for individuals and families with $10M - $50M+ in net worth
- Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations
- Excellent interpersonal, writing, and presentation skills
- Proficiency with financial planning software such as eMoney and MoneyGuidePro
- Ability to travel up to 5%
- Must be in good compliance standing with all relevant regulations, rules, and internal policies
- Ability to stand or sit for long periods of time
- Ability to lift at least 15 pounds
- Ability to file documents in high or low cabinets
- Ability to use the telephone
- Ability to use the computer systems
Desired Qualifications
- CPA, CFA, JD, LLM, or other advanced credentials in tax, estate planning, or investments
- Experience working with clients in the $10M - $50M+ net worth segment (highly valued)
- Familiarity with planning for individuals and families with $10M - $50M+ in net worth
- Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred
- Demonstrated interest in pursuing professional designations (e.g., CFP®, CFA, CPA) is a plus
- Strong organizational skills with meticulous attention to detail and accuracy
- Excellent verbal and written communication skills
- Ability to manage multiple projects in a fast-paced, dynamic environment
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Experience with Salesforce or similar CRM is advantageous
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.