Financial Planner

Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including wealth structuring, estate planning, financial planning, and family legacy planning.

Requirements

• Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis.
• Participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations.
• Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates.

Benefits

• Medical, dental, vision, life, and disability insurance
• Comprehensive leave program