Centralized Planner

Job Overview

The Centralized Planner is responsible for partnering with TDW advisors to deliver high value customized guidance and recommendations on retirement, tax, estate and overall wealth planning to high net worth (HNW) clients of TDW. Specifically, the Centralized Planner has accountability for:

Responsibilities

• Providing professional financial, tax, estate and risk management planning support and solutions to qualifying HNW clients of TDW.
• Assisting TDW advisors and relationship managers with creating and updating financial plans, opportunity spotting, and revenue generation.
• Executing TDW's HNW strategy.
• Preparing customized wealth plans for TDW's HNW clients based on information obtained directly from their TDW advisor.
• Carrying out independent research to ensure client’s key issues (retirement, tax, philanthropic and estate planning) are addressed.
• Ke...