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Wealth Planner
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$70,000 - $108,000 a year
Full-time
- The Wealth Planner position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.
- Conduct in-depth analysis and scenario planning to identify opportunities and gaps, covering various financial aspects such as retirement planning, cash flow management, risk management, investment management, tax efficiency and estate planning.
- Create, edit, and present financial plans through eMoney, Black Diamond, and Holistiplan.
- Work closely with the operations team, investment committee, and other GWS professionals to deliver a concierge client experience, ensuring seamless service and proactive communication.
- CFP (Certified Financial Planner Professional) or CFA (Chartered Financial Analyst).
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