Senior Wealth Planner

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Wealth Planner in United States.

This role sits at the center of a high-touch, ultra-high-net-worth advisory environment, where you will design and deliver sophisticated, fully customized wealth planning strategies for some of the most complex client profiles in the market. You will act as a trusted lead advisor, guiding clients through multi-generational planning, tax strategy, estate structuring, and holistic financial decision-making. Working within a multidisciplinary private office model, you will collaborate closely with tax experts, estate attorneys, investment professionals, and financial advisors to deliver fully integrated solutions. The position requires both deep technical expertise and exceptional client-facing skills, as you will translate complex financial concepts into clear, actionable guidance. You will manage long-term client relationships while continuously adapting strategies as their financial lives evolve. This is a highly strategic and relationship-driven role with significant impact on client outcomes and legacy planning.

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Accountabilities

Lead end-to-end wealth planning for a portfolio of ultra-high-net-worth clients by designing, executing, and continuously refining sophisticated financial strategies that address tax, estate, investment, and multi-generational wealth objectives.

• Serve as the primary wealth planning advisor for 20–25 UHNW clients, ensuring proactive relationship management and ongoing strategic guidance
• Develop and deliver comprehensive quarterly wealth plans, including cash flow analysis, tax projections, and estate and wealth transfer strategies
• Collaborate with financial advisors and internal specialists to identify client needs and deliver integrated, cross-functional solutions
• Design strategies across tax optimization, risk management, charitable giving, retirement planning, liquidity, and asset protection
• Lead client presentations, translating complex financial scenarios into clear, actionable recommendations
• Coordinate execution of planning strategies with internal and external partners including CPAs, attorneys, and investment professionals
• Contribute to practice development initiatives, improving tools, processes, and advisory capabilities

Requirements

10+ years of experience in financial planning, tax planning, or wealth advisory roles serving high-net-worth and ultra-high-net-worth clients, supported by a Bachelor’s degree in a relevant field. Advanced credentials such as CPA or JD are strongly preferred.

• Proven experience managing complex UHNW client relationships, typically $25M+ net worth portfolios
• Strong expertise in tax planning, estate planning, wealth transfer, and comprehensive financial strategy development
• Deep understanding of income tax optimization, charitable planning, insurance strategies, and retirement planning
• Excellent communication skills with the ability to present complex financial concepts clearly to clients and stakeholders
• Strong organizational and project management skills with ability to manage multiple high-value relationships
• Proficiency with financial planning tools such as eMoney or similar platforms
• Collaborative mindset with experience working across multidisciplinary advisory teams

Benefits

• Competitive compensation aligned with experience and UHNW advisory expertise
• Comprehensive medical, dental, and vision insurance
• Retirement savings plans and financial benefits
• Paid time off and holidays
• Opportunity to work with elite UHNW clients on complex, high-impact financial strategies
• Collaborative, multidisciplinary private office environment
• Career development within a prestigious wealth management platform

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How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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