VP, Advanced Planning

What you’d do

Client-facing financial and estate planning expert for high net worth clients and their advisors, leading end-to-end planning engagements using eMoney and other tools, supported by an Advanced Planning Analyst. Full time; works remotely by video and meets clients in investor centers across the region. 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
• Experience in public accounting, law practice or wealth management