SVP/Head of Wealth Planning

Senior Wealth Planner will build strong relationships with internal partners to deliver comprehensive analyses of clients’ financial situations, review plans prepared by junior staff, and lead wealth planning discussions using eMoney software. The role serves as the primary point of contact with eMoney representatives, conducts trainings to expand software usage, and contributes to firm-wide best practices. Requires extensive client-facing experience in financial planning, demonstrated leadership and training of team members, deep knowledge of financial planning concepts, and CFP designation.