Senior Financial Planner

Overview

In partnership with Opal Corporate Connections , our client is looking for an accomplished Financial Planner to serve as a trusted advisor to high-net-worth families. This client-facing role is focused on delivering personalized, tax-efficient financial strategies that support wealth preservation, growth, and generational transfer. You will work closely with clients and their broader advisory teams to provide clear guidance, build long-term relationships, and deliver an exceptional client experience in a dynamic, market-driven environment. Provide comprehensive financial planning services to high-net-worth families, focusing on tax optimization, estate planning, and wealth transfer strategies.

Responsibilities

• Develop comprehensive financial plans for high-net-worth families
• Coordinate with tax advisors and estate planning attorneys
• Implement tax-efficient wealth transfer strategies
• Conduct retirement...