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Senior Wealth Planner

About AlphaCore:

AlphaCore is a fast-growing, independent RIA delivering sophisticated wealth management to HNW and UHNW clients. We build fully customized financial solutions grounded in rigorous research, a differentiated investment philosophy, and an unwavering fiduciary commitment to the families and individuals we serve.

We think differently. While traditional allocations to stocks, bonds, and real estate form the foundation of a well-diversified portfolio, we believe alternative investments are essential to a truly sound strategy. Paired with thorough due diligence and research, alternatives help provide proper diversification to insulate against market volatility and we have the platform and expertise to deliver them.

Position Summary:

The Senior Wealth Planner is a highly experienced financial planning professional responsible for leading the development and execution of complex, integrated financial strategies for high-net-worth and ultra-high-net-worth clients. This role serves as a subject matter expert across multiple planning disciplines, including investments, tax optimization, retirement planning, estate planning, and wealth transfer.

The Senior Wealth Planner partners closely with Financial Advisors to deliver sophisticated, client-centric solutions and plays a key leadership role within the planning team. In addition to managing advanced planning engagements, this position is responsible for mentoring junior planners, improving processes, and contributing to the firm’s overall intellectual capital.

Success in this role is defined by deep technical expertise, strategic thinking, leadership, and the ability to translate complex financial concepts into meaningful client outcomes.

Key Responsibilities:

Advanced Financial Planning & Strategy Leadership

  • Lead the development and presentation of comprehensive financial plans across all major disciplines:
    • Investment strategy and portfolio construction
  • Tax planning and tax optimization strategies
  • Retirement income modeling and distribution strategies
  • Estate planning, wealth transfer, and legacy strategies
  • Risk management and insurance planning
  • Analyze complex client financial situations and design tailored, multi-dimensional planning solutions
  • Model advanced scenarios (e.g., tax-efficient withdrawal strategies, estate tax exposure, liquidity events)
  • Ensure alignment of strategies with client goals, risk tolerance, and regulatory considerations

Client Engagement & Advisor Partnership

  • Partner with Financial Advisors to lead planning strategy for high-value client relationships
  • Participate in and often lead client meetings, presenting recommendations with clarity and confidence
  • Translate complex financial concepts into actionable, client-friendly insights
  • Serve as a trusted advisor to both internal stakeholders and clients
  • Support business development efforts by contributing expertise in prospective client engagements

Complex Analysis & Problem Solving

  • Conduct deep analysis on:
  • Multi-generational wealth planning scenarios
  • Complex tax situations (e.g., equity compensation, business ownership, trust structures)
  • Investment allocation and alternative asset strategies
  • Identify planning gaps, risks, and optimization opportunities
  • Provide creative solutions to unique and high-stakes financial situations

Team Leadership & Mentorship

  • Mentor and coach Paraplanners and Wealth Planners, supporting their development
  • Review financial plans and reports for quality, accuracy, and strategic alignment
  • Share knowledge, best practices, and technical expertise with the planning team
  • Provide feedback and contribute to performance development processes

Process Innovation & Firm Contribution

  • Enhance financial planning methodologies, tools, and best practices
  • Lead initiatives to improve efficiency, consistency, and scalability of planning services
  • Stay current on industry trends, regulations, and emerging strategies
  • Act as a subject matter expert across the firm

Qualifications:

Required

  • Bachelor’s degree in finance, economics, business, or related field
  • 7–12+ years of experience in financial planning or wealth management
  • Deep expertise in investment, tax, and estate planning strategies
  • Proven experience handling complex, high-net-worth client cases

Preferred

  • CFP® (Certified Financial Planner) designation required or equivalent
  • Additional credentials such as JD, CEPA, CPA, or advanced planning designation
  • Experience leading client meetings and managing client relationships
  • Experience mentoring or managing junior team members

What We Offer:

  • Competitive compensation
  • Flexible remote/hybrid work environment
  • Access to cutting-edge investment research and a unique planning platform
  • Comprehensive benefits package, including health, 401(k), paid time off and professional development support
  • Collaborative team culture driven by innovation, integrity, and impact
  • Annual discretionary bonus

Job Type: Full-time

Salary: $150,000.00 – $200,000 per year

AlphaCore is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

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