Wealth Planner
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GDH
Job Details
Skills
Summary
Role Summary
This position involves managing client relationships within a sophisticated financial planning team, coordinating efforts with engagement coordinators and wealth strategists to deliver customized client solutions. The role encompasses developing comprehensive financial plans, fostering stakeholder engagement, and ensuring the successful implementation of strategies while maintaining compliance standards. It is designed for professionals with extensive industry experience in high-net-worth client management and financial services.
Responsibilities
- Collaborate with the Advanced Planning Team to design and deliver personalized financial plans aligned with client objectives.
- Develop and maintain relationships with Bank Leadership, Board members, Private Banking teams, and Wealth and Investment Officers to grow the engagement pipeline.
- Lead Discovery and Solutions meetings, guiding clients through tailored financial strategies.
- Organize and host educational webinars to promote APT services and industry knowledge.
- Work with local teams to execute client-specific solutions and establish follow-up systems to support ongoing service and revenue growth.
- Ensure compliance with all bank policies, laws, and BSA/AML programs in daily operations.
- Coordinate with marketing teams to enhance outreach efforts and client engagement initiatives.
- Maintain up-to-date knowledge of investment, fiduciary products, complex estates, and taxation to inform planning processes.
- Support onboarding and ongoing client education efforts to foster long-term relationships.
- Keep abreast of industry certifications and certifications standards to maintain professional expertise.
Qualifications
- Bachelor’s degree in finance, economics, or a related field.
- Minimum of 8 years of relevant finance industry experience.
- Extensive knowledge of investment products, fiduciary services, estate planning, and taxation.
- Proven experience working with high-net-worth clients.
- Preferred certifications: CFP, CWS, CEPA, ChFC, CLU, or CFA.
- Strong relationship management and client service skills.
- Excellent communication and presentation abilities.
- Experience in managing complex client solutions and coordination across teams.
- Ability to work effectively in a fast-paced, client-focused environment.
- This is a hybrid role, offering a schedule with time split between the office and remote work.
Publishing Pay Range: $150,000.00 - $175,000.00 Annually
- Dice Id: 10112156
- Position Id: 113329
- Posted 2 days ago
Company Info
GDH is a technology workforce solutions provider committed to always giving and delivering more. Better talent. More client and consultant support. Greater service. World-class outcomes. Providing technology staffing, project solutions, and recruitment process outsourcing (RPO), we will be able to deepen our understanding of your business challenges, stay up to date with industry trends, and enhance our ability to create custom solutions to help achieve your business outcomes. We have established ourselves as a trusted partner to countless businesses operating in the communications sector. Our primary goal is to source and recruit the most talented professionals, assemble teams of skilled specialists, create innovative recruitment and professional services strategies that drive growth and foster innovation.
GDH Benefits
GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee's life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more! For more detailed information on benefits, please go to GDH’s website under the tab for candidates.
GDH provides equal employment opportunities (EEO) to all employees and applicants for
employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran's status or any other category protected by law. In addition to federal law requirements, GDH Consulting, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities and/or employees. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits and training. Applicants with disabilities that require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.
Please visit GDH's website for notice of collection for California applicants.
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