Wealth Planner

Support Financial Advisors on the Wealth Strategy Team by coordinating creation and maintenance of comprehensive wealth transfer “Wealth Books.” Develop initial drafts of balance sheets, net worth statements, estate flowcharts, and wealth transfer structures, incorporate strategist feedback, and keep planning materials up to date. Serve as a first point of contact for planning engagements, join client meetings as exposure grows, and contribute quarterly intellectual capital while developing toward UHNW advisory work.