Senior Total Wealth Planner

The Senior Total Wealth Planner provides comprehensive financial planning advice and support to high net worth clients, acting as an in-field subject matter expert. The role involves delivering end-to-end goals-based financial plans, fostering financial planning adoption among advisors, and collaborating with internal and external experts to ensure integrated service. This position requires maintaining professional standards, building client relationships, and contributing to the effective functioning of the Financial Planning Advisory team.