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Carson Group · 21 hours ago

Wealth Planner (Hybrid/San Rafael, CA)

San Rafael, CA

Full-time

Hybrid

Mid Level

$105K/yr - $150K/yr

3+ years exp

Carson Group is a company dedicated to providing trusted financial advice and services to financial advisors and investors. The Wealth Planner will deliver advanced tax and comprehensive financial planning for high-net-worth clients, collaborating with advisors to design proactive strategies that integrate various financial considerations.

AdviceEducationFinancial ServicesMarketing

Responsibilities

Evaluate client tax positions and design integrated strategies for business owners, executives, and multi-generational families

Translate tax law changes into clear, actionable recommendations

Monitor deadlines and support extensions, estimates, and payments as applicable

Prepare and present comprehensive planning reports and recommendations in a clear, client-ready format

Model cash-flow, retirement, equity compensation, and estate scenarios to align strategies with client goals

Identify opportunities to optimize after-tax outcomes

Lead and support planning discussions with clients and advisors

Explain technical concepts in plain language and outline implementation steps, decision points, risks, and trade-offs

Foster confidence and a high-quality, personalized client experience

Conduct targeted research on evolving tax rules and planning topics

Summarize findings for advisors and leadership, including practical implications and recommended next actions

Maintain current knowledge of federal and state developments impacting client plans

Partner with advisors, managers, and specialists to ensure cohesive, end-to-end planning strategies

Coordinate information gathering, deliverables, and follow-ups to keep engagements on track

Support cross-functional initiatives that enhance planning quality and scale

Maintain accurate, complete, and compliant client records

Observe internal controls and data-handling standards

Uphold professional and ethical guidelines in all planning activities

Contribute to client retention and growth through consultative conversations, planning insights, and identification of new engagement opportunities

Assist with proposal content and planning-led differentiators

Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives

Qualification

Tax PlanningFinancial PlanningClient ConsultationCollaborationSeries 65 CertificationCPA CertificationCFP CertificationBusiness DevelopmentCommunication SkillsAdaptability