Private Wealth Management Senior Wealth Planner

What you’d do

Provides comprehensive goals-based wealth planning for clients, covering lifestyle, protection, tax, philanthropic, business transition, and estate planning. Partners with relationship teams on new client opportunities and may work directly with clients or senior team members. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience
• Typically 10+ years of wealth planning experience
• Strong client presentation skills
• Proficiency to learn and present with planning software
• Knowledge of financial planning concepts