Wealth Planning Consultant

Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client‑focussed wealth planning experience culminating in a documented wealth strategy. Participates in the end‑to‑end wealth planning experience, from discovery to financial‑planning analysis, development of high‑value financial plans and recommendations, to coaching/assisting with presentations to clients. Creates awareness of key products and services with the objective of generating increased asset levels from HNW/UHNW investors. Supports the growth and retention of client assets by providing wealth‑planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Executes a disciplined approach to all sales and wealth‑management strategies to support regional and national business...