VP, Advanced Planning

What you’d do

Client-facing subject matter expert in financial and estate planning for high net worth clients and their advisors. Leads end-to-end planning engagements using eMoney and other tools, supported by an Advanced Planning Analyst, mostly via video with some in-person meetings. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's Degree
• CPA, JD, LLM in taxation, CFA or CFP preferred
• 13-15 years overall work experience
• 7+ years trusts and estate, income tax, or succession planning
• Public accounting, law practice, or wealth management background