Description

You'll serve as a national resource for holistic wealth planning, partnering with advisors to create comprehensive financial plans and guide complex client engagements. Your work will directly enable high-quality advice and help build a tax-centric planning center of excellence.

Responsibilities

• Partner with advisors on complex client planning engagements
• Review and enhance advisor-drafted financial plans
• Assist in leveraging planning tools for co-preparation of plans and simulations
• Conduct research on nuanced financial and tax issues
• Contribute to developing advanced planning resources firm-wide