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Wealth Planner

NPAworldwide Recruitment Network

Last Updated: 9/26/22

Job Description

Job description:

Established Wealth Management Firmseekscandidatewith tax or financial planning experience toassist senior team members in designing and implementingwealth planning solutions for HNW individuals, families, and family offices. Potential to become a Relationship Manager.

  • Work with senior members of the financial planning team to provide and implement strategies for HNW clients (5-100mm+ net worth) including tax, trust, and estate planning, cash flow analysis, insurance benefits, retirement plans, etc.
  • Learn about investments and move into relationship management

*Position open due to expansion within the company


Requires 2-5 years' financial, tax, or estate planning experience

Why is This a Great Opportunity:
  • Excellent work/life balance
  • Extensive opportunity to take on new responsibilities and advance within the organization
  • Attractive base salaryplus year-end performance bonus

Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...