The Financial Planner’s primary responsibilities will be to work collaboratively within our Wealth Planning Group alongside internal subject matter experts and client-facing teams to deliver comprehensive wealth planning, business succession, and charitable planning strategies along with advice. This planning will incorporate sophisticated income tax, balance sheet, cash flow and estate tax concepts, with attention to every aspect of a client’s financial plan, including coordination with client’s investment portfolio. This is an excellent opportunity to practice sophisticated, multi-generational financial planning across a unique client base. A successful applicant will bring expertise in financial modeling that covers a wide variety of topics including business succession, exit planning, asset acquisition and philanthropic planning.
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