Description
Description
: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:
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; and
Executing TDW's HNW strategy.
The Centralized Planner is an experienced practitioner whose expertise is leveraged by partners in TDW. He/she/they will support a dedicated region in driving the strategic vision of delivering wealth planning to TDW's clients.
Key responsibilities include:
Preparing customized wealth plans f...
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