Senior Wealth Planner

Job overview

The Senior Wealth Planner is an onsite role based in Miami, FL, with compensation not specified. This position is with HSBC, a global financial services organization. The role exists to provide advisory services to individual and family clients regarding estate planning, financial planning, and wealth preservation. By working directly with clients and their legal advisors, the planner addresses complex family structures and generational wealth transfer needs.

What you'll do

• Work with high and ultra-high net worth individuals regarding sophisticated tax and estate planning.
• Serve as a key client-facing member of the US Private Banking team.
• Drive new revenue by identifying client needs.
• Partner with Relationship Managers to provide outstanding client service.
• Develop new ideas for the local market.

What we're looking for

Skills & competencies

full-time

day shift

miami fl

hsbc

wealth planning

private banking

estate planning

financial advisory

high net worth

client relations

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive pay and benefits, Wellness Hub, Volunteerism policy, Matching gift program

Why this role

Opportunity to work with a high-achieving team and provide holistic estate planning solutions.

About the employer

HSBC is hiring for this role. Industry: Commercial Banking. Sector: 52.