What are the responsibilities and job description for the Wealth Planner position at Active RPO?
Key Responsibilities
- Develop and implement comprehensive wealth management strategies including tax planning, retirement, estate, investment, and risk management solutions.
- Provide advanced financial planning insights leveraging CPA expertise for tax optimization and CFP training for holistic client guidance.
- Collaborate with internal teams (investment advisors, portfolio managers, estate attorneys, insurance specialists) to deliver integrated client solutions.
- Conduct in-depth financial reviews, cash flow analyses, and scenario planning to anticipate client needs.
- Maintain long-term client relationships built on trust, transparency, and fiduciary responsibility.
- Monitor regulatory changes, tax laws, and financial planning trends to ensure client strategies remain effective and compliant.
- Mentor junior planners and contribute to the overall growth of the wealth management team.
Qualifications
- CPA (Certified Public Accountant) – required
- CFP (Certified Financial Planner) – required
- Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s preferred).
- Minimum 7 years of experience in wealth planning, financial advisory, or tax advisory roles.
- Proven track record of working with high-net-worth individuals and families.
- Strong knowledge of tax codes, estate laws, and investment strategies.
- Excellent communication, analytical, and interpersonal skills.
- Ability to manage complex financial situations with discretion and professionalism.
What We Offer
- Competitive base salary plus performance-based incentives.
- Comprehensive benefits package (healthcare, retirement plans, paid time off).
- Professional growth opportunities, including support for continuing education and certifications.
- Collaborative and client-focused work environment.
Job Type: Full-time
Pay: $116,388.92 - $169,952.25 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: On the road
Salary : $116,389 - $169,952
