What are the responsibilities and job description for the Director of High Net Worth Planning position at Confidential Jobs?
Join a leading wealth management firm that provides advanced planning and investment resources to financial advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Seeking leader in delivering comprehensive, consultative strategies that leverage our full spectrum of capabilities and lead and mentor our planners for the best solutions for our HNW clientele.
Salary : $175,000 185K base with plus big performance-based bonus / Excellent Benefits
As the leader in High Net Worth Planning Solutions, you will s erve as a senior wealth strategist, utilizing your deep knowledge in advanced planning, estate and tax strategies, philanthropic planning, Business Succession Planning to enhance our financial advisors' ability to serve sophisticated client needs effectively.
Key Responsibilities :
Enhancing Advisor Support :
- Integrate services such as investment management, financial planning, and specialized insurance to provide end-to-end solutions.
- Assist advisors in leveraging the right resources for each client, enhancing their capacity to manage complex portfolios and planning needs.
- Develop and present sophisticated strategies that incorporate tax, estate, and philanthropic planning.
Expert Guidance and Insight :
Leadership and Team Development :
Required Skills :
This leadership role offers an attractive compensation package, including a substantial base salary plus performance bonuses, reflecting the strategic importance and expectations of this position. If you are a seasoned professional with a wealth of knowledge in wealth management and financial planning, looking to lead and influence at a high level, we invite you to apply.
Salary : $175,000
