Job Description
Unlock high-value financial planning solutions with TDW as a Centralized Planner. This role offers tailored guidance in retirement, tax, and estate planning for high net worth clients.
As a Centralized Planner at TDW, you will partner with advisors to provide bespoke financial planning assistance to high net worth clients. This includes developing customized wealth plans, assisting with revenue generation, and executing TDW's strategic initiatives. Your expertise in retirement, tax, estate, and risk management will be key in driving client success.
Key Responsibilities:
• Provide tailored financial planning support for HNW clients
• Collaborate with advisors to create and update financial plans
• Execute TDW's strategy for high net worth clients
• Conduct independent research on key client issues
• Deliver impactful wealth planning presentations to advisors
Requirements:
• Undergraduate degree with a CFP designa...
As a Centralized Planner at TDW, you will partner with advisors to provide bespoke financial planning assistance to high net worth clients. This includes developing customized wealth plans, assisting with revenue generation, and executing TDW's strategic initiatives. Your expertise in retirement, tax, estate, and risk management will be key in driving client success.
Key Responsibilities:
• Provide tailored financial planning support for HNW clients
• Collaborate with advisors to create and update financial plans
• Execute TDW's strategy for high net worth clients
• Conduct independent research on key client issues
• Deliver impactful wealth planning presentations to advisors
Requirements:
• Undergraduate degree with a CFP designa...