Wealth Planning Analyst, HNW Planning

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Work collaboratively with team members and advisors from the Private Client Group to develop financial plans that focus on estate planning, business succession, tax optimization, executive compensation, risk management, and advanced insurance strategies.

• Conduct thorough case consultations and review legal, tax, financial, and insurance documents.

• Create integrated strategies tailored to client needs.

• Evaluate clients’ financial circumstances and model advanced planning concepts, including complex life insurance strategies, utilizing both internal and external software tools.

• Communicate strategies and solutions effectively to advisors and clients.

• Employ influencing skills to facilitate client decision-making and implementation of plans.

• Cultivate relationships with internal stakeholders to address specific client situations and guarantee the timely provision of recommendations.

• Recognize and address client concerns proactively.

• Respond swiftly to client inquiries and issues.

• Provide support as a specialist resource within the Sophisticated Planning Strategies team for subscribers, advisors, and high-net-worth clients.

⛳️ Requirements

• A bachelor’s degree in Business, Financial Planning, Finance, Economics, or Accounting is preferred.

• At least eight years of experience in financial planning, with a strong emphasis on High-Net-Worth planning knowledge and experience being highly desirable.

• Possession of the CERTIFIED FINANCIAL PLANNER™ designation is mandatory.

• Series 6 or 7 license is required or must be obtained within the first 180 days of employment.

• An insurance license from the state of residence is required or must be obtained within the first 180 days of employment.

• Demonstrated experience in creating comprehensive financial plans and presenting customized recommendations to clients.

• Strong understanding of life insurance products and advanced insurance planning solutions.

• Advanced knowledge in areas such as tax optimization, estate and legacy planning, business succession and exit planning, as well as insurance-based planning for High-Net-Worth and ultra-high-net-worth clients.

• Excellent consultative, communication, analytical, and interpersonal skills, along with strong written and verbal communication abilities.

• Capability to collaborate effectively with colleagues, clients, and stakeholders.

• Advanced proficiency in financial planning software and/or Excel is preferred.

• A commitment to continuously enhancing expertise as the Sophisticated Planning Strategies expands its insurance offerings.

• This role requires fingerprinting in accordance with NMIS guidelines.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance plans.

• Retirement savings plan with employer matching contributions.

• Opportunities for professional development and continuing education.

• Flexible work environment and work-life balance initiatives.