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The Senior Advanced Planner is to deliver sophisticated and customized wealth planning solutions to high-net-worth and ultra-high-net-worth members, integrating advanced strategies in estate, tax, philanthropic, and retirement planning. This role serves as a strategic advisor and technical expert, collaborating closely with the Private Wealth Group, relationship officers, and external advisors to ensure comprehensive and coordinated financial planning. The Senior Advanced Planner is responsible for identifying complex client needs, crafting tailored recommendations, and maintaining a high standard of planning excellence that aligns with the firm's commitment to fiduciary care and long-term member success.
Duties and Responsibilities:
Client Advisory, Strategy & Business Development Develop comprehensive financial and estate plans tailored for complex family and business solutions. Serve as subject matter expert in areas of trusts, business succession, tax mitigation, charitable giving and wealth transfer. Conduct in-depth discovery and planning sessions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) households. Financial Planning Focus Areas: Business Advisory, Fiduciary/Trust, Tax, Family Governance/Philanthropy, Specialty Trust (ex. Nevada/Delaware situs) Prospect/cultivate leads from internal and external centers-of influence. Act as a key contributor to revenue by identifying planning-led opportunities in custom lending, trust solutions, investment advisory and life insurance. Collaboration & Relationship Management:
Partner with Private Wealth Advisors to deliver integrated wealth strategies. Collaborate with members' external advisors (CPA's, attorneys, family offices) to ensure plan execution. Collaborate and strategize with internal team members to deepen overall relationship with ICCU. (ex. Private Client, Commercial and Treasury) Maintain up-to-date knowledge of federal and state tax laws, trust codes and wealth planning trends. Engage with external vendors and platform partners to leverage their specialized tax and legal expertise, ensuring technical accuracy and enhancing the member solutions. Mentor junior planning staff and contribute to thought leadership initiatives. Other duties as assigned. Qualifications:
Bachelor's degree in Finance, Accounting, Law or related field. JD, CPA, CFP®, or advanced planning degree in law, or financial planning preferred. Additional certifications (e.g., LLM in Taxation, CFA, CTFA) are a plus. Minimum 10 years of experience in financial, estate, or tax planning for HNW/UHNW clients. Experience in a bank, trust company or RIA preferred.
Performance Standard:
Must take pride in department by ensuring the highest standard of fiduciary care. Consistently deliver high-quality, customized planning solutions that meet or exceed member expectations. Demonstrate professionalism and courtesy in all interactions, maintaining a strong focus on quality and quantity of work performed. Stay current on regulatory changes and proactively incorporate updates into member strategies. Complete planning deliverables within agreed upon timeframes. Manage a balanced workload of active cases while maintaining quality and responsiveness. Identify and mitigate planning related risks proactively for the department. Participate in ongoing professional development and maintain relevant certifications.
Physical Requirements:
Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). Sit for extended periods of time. Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc. Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at Idaho Central Credit Union to obtain employment.
Idaho Central Credit Union is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Duties and Responsibilities:
Client Advisory, Strategy & Business Development Develop comprehensive financial and estate plans tailored for complex family and business solutions. Serve as subject matter expert in areas of trusts, business succession, tax mitigation, charitable giving and wealth transfer. Conduct in-depth discovery and planning sessions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) households. Financial Planning Focus Areas: Business Advisory, Fiduciary/Trust, Tax, Family Governance/Philanthropy, Specialty Trust (ex. Nevada/Delaware situs) Prospect/cultivate leads from internal and external centers-of influence. Act as a key contributor to revenue by identifying planning-led opportunities in custom lending, trust solutions, investment advisory and life insurance. Collaboration & Relationship Management:
Partner with Private Wealth Advisors to deliver integrated wealth strategies. Collaborate with members' external advisors (CPA's, attorneys, family offices) to ensure plan execution. Collaborate and strategize with internal team members to deepen overall relationship with ICCU. (ex. Private Client, Commercial and Treasury) Maintain up-to-date knowledge of federal and state tax laws, trust codes and wealth planning trends. Engage with external vendors and platform partners to leverage their specialized tax and legal expertise, ensuring technical accuracy and enhancing the member solutions. Mentor junior planning staff and contribute to thought leadership initiatives. Other duties as assigned. Qualifications:
Bachelor's degree in Finance, Accounting, Law or related field. JD, CPA, CFP®, or advanced planning degree in law, or financial planning preferred. Additional certifications (e.g., LLM in Taxation, CFA, CTFA) are a plus. Minimum 10 years of experience in financial, estate, or tax planning for HNW/UHNW clients. Experience in a bank, trust company or RIA preferred.
Performance Standard:
Must take pride in department by ensuring the highest standard of fiduciary care. Consistently deliver high-quality, customized planning solutions that meet or exceed member expectations. Demonstrate professionalism and courtesy in all interactions, maintaining a strong focus on quality and quantity of work performed. Stay current on regulatory changes and proactively incorporate updates into member strategies. Complete planning deliverables within agreed upon timeframes. Manage a balanced workload of active cases while maintaining quality and responsiveness. Identify and mitigate planning related risks proactively for the department. Participate in ongoing professional development and maintain relevant certifications.
Physical Requirements:
Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). Sit for extended periods of time. Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc. Repetitive motion using wrists, hands, and fingers. Reach keyboards. Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at Idaho Central Credit Union to obtain employment.
Idaho Central Credit Union is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.