New York Licensed Wealth Planner

Job Summary

Supporting the Senior Wealth Planner, the full-time New York Licensed Wealth Planner will provide proactive trust, estate, philanthropic, and tax guidance to Private Banking clients while collaborating with Relationship Management and Banking teams, with potential for a flexible work arrangement.

Key responsibilities

• Review estate planning documents and prepare materials for client presentations while analyzing complex estate planning and tax issues
• Act as a trusted advisor to Private Banking clients, integrating estate planning education and investment guidance
• Contribute to business development by obtaining referrals and building relationships within high-net worth communities

Required qualifications

• JD required; LLM or CPA preferred
• Minimum 4 years of experience as a trusts and estates lawyer with a high-net worth client base
• Strong understanding of sophisticated estate planning techniques
• Experience with tools like Numbercruncher, Excel, PowerPoint, and eMoney for client estate plan illustrations
• Proven networking skills and ability to multitask effectively