Sr Financial Planner

Serve as a client-facing financial planning partner for Private Wealth Management, designing and presenting financial planning analyses. Partner with Wealth Advisors and Financial Advisors to resolve complex client topics, manage day-to-day client interactions, and support onboarding. Use financial planning software and financial planning frameworks, maintain client data in eMoney and Salesforce CRM, stay current on tax guidance, and ensure controls around accuracy and confidentiality.