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 and champion for financial planning services. The role involves delivering end-to-end goals-based financial plans, fostering collaboration with advisors and internal experts, and building professional relationships with external professionals. This position requires maintaining high service standards, staying current on financial planning topics, and contributing to the effective functioning of the Financial Planning Advisory team.