Wealth Planner

In this Senior Financial Planner role, you will deliver advanced financial planning for high-net-worth clients within a premier investment bank. You will work closely with the wealth management team to provide year-round guidance and maintain strong client service, including direct client interactions across the South East. You’ll collaborate with Wealth Managers and have exposure to senior leadership, including the CEO and Regional Partners, supporting a dynamic, client-centric approach. This opportunity emphasizes clear communication of complex concepts and high-quality service in a flexible, work-friendly environment that values collaboration and impact.

• Flexible / Work From Home

• Provide financial planning guidance to high-net-worth clients
• Collaborate with wealth management team to deliver seamless client service
• Attend client meetings across the South East region
• Communicate complex financial concepts clearly and transparently
• Support cross-functional collaboration with senior leaders (CEO and Regional Partners)
• Maintain strong administrative and client-service processes

• strong technical financial planning abilities
• excellent client-facing communication skills
• ability to explain complex concepts clearly
• experience with high-net-worth or UHNW clients
• willingness to travel for regional client meetings
• team-oriented and collaborative mindset

• client-focused
• collaborative
• transparent communicator
• financial planning
• wealth management experience
• knowledge of UHNW client needs