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Wealth Planner

Preferred Location:
East Coast
Open to Relocation:
Yes
Portable Assets Under Management:
We are currently representing a Wealth Planning professional who is looking to transition into a lead advisory role with a high-quality, planning-centric firm. Details below:
  • Brings more than 11 years of experience advising high-net-worth and ultra-high-net-worth families on sophisticated wealth planning strategies
  • Extensive expertise in estate planning, wealth transfer, trust planning, tax mitigation, and cash flow planning for families ranging from approximately $5M to more than $200M in net worth
  • Currently partners with advisor teams nationwide, delivering advanced planning solutions for complex client relationships
  • Seeking a long-term opportunity offering career growth, flexibility, and the ability to spend more time advising clients and less time on administrative work

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