Wealth Management Senior Financial Planner

Create and deliver comprehensive financial plans for high net worth and ultra-high net worth clients within the Wealth Management team. Serve as a trusted advisor for goals, tax, trust, and estate planning; model strategies using financial planning tools and client tax information; and present recommendations clearly. Collaborate with clients, attorneys, and tax preparers, participate in client meetings and division discussions, and support training and marketing content while ensuring compliance and an exceptional client experience.