Wealth Planning Expert

Roland & Associates
  • Minneapolis
  • Confidential
  • 8-15 years
  • 14 Oct 2015

  • Finance/ Accounts

  • Financial Services/ Capital Markets
Job Description

Our client are on the lookout of a Sr Wealth Planner.

They are a nationwide, diversified financial services company with $1.6 trillion in assets.


Let's jump on a quick call if:

You have 8 to 15 years experience in tax planning, financial planning or wealth planning.
You have more than 6 years estate planning experience with HNW clients.
It would be great if you hold CFP, JP, CPA, or LLM.
You have good experience engaging clients in fee based wealth planning proposals
You have experience as a practicing Attorney or Legal Associate.
Top performers in this role have done this:

Prepare analysis and work product on cases generally above $10mm in net worth. Develop and deliver comprehensive, integrated and multigenerational plans.
Deliver the wealth plan in partnership with the relationship manager/team.
Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis.
Develop new clients jointly with internal partners as well as individually with external sources.
Partner with relationship manager/team during the consultative process with the client and also assists with the overall client discovery.
Act as a wealth planning generalist and product expert, when necessary.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, age, marital status, veteran status, or disability status.

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Roland & Associates