Financial Planner

As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients by working with advisors to cultivate deep, enduring relationships. This role involves providing comprehensive personal financial planning, investment planning, and tax services to ultra-high net worth individuals and their families. The position requires preparing various client reports, maintaining telephone and face-to-face interactions with clients and outside advisors, and preparing income and trust tax returns.