Private Wealth Management Wealth Planner

What you’d do

Provides comprehensive, goals-based wealth planning for clients, covering lifestyle, protection, philanthropic, tax, 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 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience
• 7+ years of wealth planning experience
• Strong client presentation skills
• Proficiency with planning software
• Basic knowledge of financial planning concepts