Senior Wealth Planner

Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations

Proficiency with financial planning software such as eMoney and MoneyGuidePro

2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.

Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

Dental insurance with MetLife

Vision insurance with VSP

Healthcare savings accounts with company contribution

Strategic Case Planning & Internal Collaboration (30%)

Serve as lead planner on complex engagements requiring multi-disciplinary solutions

Partner with internal stakeholders to design integrated planning strategies across estate, tax, business, philanthropic, liquidity, and legacy planning

Collaborate with Advisors, Custodial Referral Program partners, the Head of Private Wealth Strategies, and advanced planning specialists to ensure cohesive strategy development

Identify planning considerations arising from family dynamics, multi-generational decision-making, beneficiary readiness, business succession, and family governance needs

Design, evaluate, and implement advanced planning strategies (e.g., GRATs, SLATs, IDGTs, FLPs, CRTs/CLTs, charitable strategies, concentrated stock solutions)

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.