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Job description
Job DescriptionJob Descriptionn
Department:
nFamily Office Services Technical
nReports To:
nChief Wealth Planning Officer
nFLSA Status:
nExempt
nnPOSITION SUMMARY
nThe Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. This is a technical role with no direct client interaction.
nDUTIES & RESPONSIBILITIES
Wealth Planning & Analysis n
nDevelop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials
nReview and analyze estate planning documents to identify opportunities and support client objectives
nBuild financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools
nCollaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations
nSupport client-facing teams through technical analysis and documentation; no direct client interaction
n nInternal Technical Resource n
nProvide technical guidance to client teams during planning and meeting preparation
nReview work from associates and integrate feedback from Managing Directors and Client Service Teams
nResearch and respond to estate and financial planning questions
nStay current on tax, legislative, and industry developments
n nTools, Templates & Education n
nDevelop and maintain planning templates, reports, and analyses
nContribute to internal technical content, training materials, and educational resources
n nAdministrative, Professional Development & Other Duties n
nHandle administrative tasks, attend internal meetings, and participate in ongoing training
nPerform additional responsibilities as needed to support the firm and client teams
n nQUALIFICATIONS
nnBachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required
n3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi- families but not required
nStrong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns
nProficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software
nExcellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily
nHighly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
nDemonstrated professionalism, discretion, and respect for confidential matters
nAble to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion
n nWORKING CONDITIONS
nnLong periods of sitting, utilizing a computer
nThis is an onsite role working in the office full-time
nLimited travel as business needs necessitate
n
Worksite address
grand rapids, MI, 49528, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.