Ultra-High-Net-Worth Planning Specialist, VP

New Yorkonsitevp$115K – $190K

Posted today · via Workday

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About this role

The Vice President, Ultra High Net Worth Planning Specialist is an experienced financial planning professional and a member of the Ultra High Net Worth Financial Planning Team (“UHNW FP”). The Specialist partners directly with Financial Advisors and their ultra-high-net-worth clients throughout the financial planning process, including client discovery, holistic plan development, interpretation of planning results, and presentation of recommendations to clients. The Specialist develops comprehensive financial plans addressing complex areas such as cash flow, retirement, investments, income tax, insurance, wealth transfer, charitable giving, asset protection, and estate planning.…

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