Senior Private Wealth Planner
Strive Solutions
Role Summary Collaborate with financial advisors and subject matter experts to create personalized, holistic financial plans for high-net-worth clients. Own the client discovery process, translating client goals into comprehensive planning recommendations and clear next steps. Collaborate with financial advisors and subject matter experts to create personalized, holistic financial plans for high-net-worth clients. Own the client discovery process, translating client goals into comprehensive planning recommendations and clear next steps. Key Responsibilities Lead client discovery and gather relevant financial and planning information Develop and present financial planning recommendations based on client needs Coordinate planning and implementation efforts across internal stakeholders Explain complex financial concepts in an actionable, client-friendly manner Support team goals by driving performance and maintaining a high-quality client experience Qualifications & Skills Strong expertise in financial planning concepts and holistic client strategy Excellent communication skills with the ability to simplify complex information Strong coordination and stakeholder management capabilities Client-focused mindset and ability to deliver high-quality outcomes Demonstrated ability to drive team objectives and performance #J-18808-Ljbffr Strive Solutions
Vacancy posted 2 days ago
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