Department:

Family Office Services Technical Reports To:

Chief Wealth Planning Officer FLSA Status:

Exempt

POSITION SUMMARY

The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. This is a technical role with no direct client interaction.

DUTIES & RESPONSIBILITIES

Wealth Planning & Analysis Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials Review and analyze estate planning documents to identify opportunities and support client objectives Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations Support client-facing teams through technical analysis and documentation; no direct client interaction Internal Technical Resource Provide technical guidance to client teams during planning and meeting preparation Review work from associates and integrate feedback from Managing Directors and Client Service Teams Research and respond to estate and financial planning questions Stay current on tax, legislative, and industry developments Tools, Templates & Education Develop and maintain planning templates, reports, and analyses Contribute to internal technical content, training materials, and educational resources Administrative, Professional Development & Other Duties Handle administrative tasks, attend internal meetings, and participate in ongoing training Perform additional responsibilities as needed to support the firm and client teams

QUALIFICATIONS

Bachelor's degree and an advanced degree in relevant field or professional designation (such as

CFP, CPA, CPWA

), required 3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently Demonstrated professionalism, discretion, and respect for confidential matters Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

Long periods of sitting, utilizing a computer This is an onsite role working in the office full-time Limited travel as business needs necessitate