Stonepath
Senior Wealth Planner - Wealth Management (CPA + CFP Required)
Stonepath, Dallas, Texas, United States, 75215
Overview
Senior Wealth Planner - Wealth Management (CPA + CFP Required) — Hybrid/full-time opportunity with a nationally recognized wealth management firm partnered with Stonepath. The role focuses on advanced wealth planning for ultra-high-net-worth clients, integrating tax strategy and estate planning with financial planning. What You Will Do
Lead complex planning engagements for high and ultra-high-net-worth clients Apply advanced tax knowledge to estate, succession, and philanthropic strategies Collaborate with advisors and internal teams to deliver cohesive, tax-integrated solutions Join client meetings as a subject matter expert and provide clear, actionable advice Mentor junior planners and contribute to firmwide planning best practices What You Will Need
8+ years of progressive experience in Finance and Accounting CPA and CFP required Experience with high-net-worth clients ($10M–$50M+) Deep technical knowledge in estate planning, tax law, trusts, and family governance Strong communication, client-facing presence, and ability to simplify complex strategies Tools: Proficiency with eMoney, MoneyGuidePro, and CRM systems (Salesforce preferred) Why Join
No billable hour requirements with true work-life balance Hybrid schedule with 2 days in office Equity buy-in program offering a path to leadership and ownership Competitive compensation up to $200k base plus bonus 401(k) with firm contribution, flexible PTO, tuition reimbursement, and strong benefits Direct impact on ultra-high-net-worth client strategy at a nationally recognized $30B AUM firm Compensation & Type
Compensation:
Up to $200k base + bonus and equity buy-in program Type:
Full Time / Hybrid (2 days in office, but can be full remote for the right candidate) Company & Role Details
We are partnered with a nationally recognized wealth management firm that recently surpassed $30 billion in assets under management. Known for strategic acquisitions and a client-first approach, the firm provides comprehensive in-house services spanning investment management, advanced tax planning, and multi-generational wealth strategies. Qualifications
Tax accounting background and senior-level planning experience Ability to integrate tax, financial, and business considerations into strategies Seniorities & Employment
Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing and Finance Industries: Financial Services and Accounting Note: This describes the role and requirements as advertised by Stonepath for a Senior Wealth Planner in Wealth Management.
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Senior Wealth Planner - Wealth Management (CPA + CFP Required) — Hybrid/full-time opportunity with a nationally recognized wealth management firm partnered with Stonepath. The role focuses on advanced wealth planning for ultra-high-net-worth clients, integrating tax strategy and estate planning with financial planning. What You Will Do
Lead complex planning engagements for high and ultra-high-net-worth clients Apply advanced tax knowledge to estate, succession, and philanthropic strategies Collaborate with advisors and internal teams to deliver cohesive, tax-integrated solutions Join client meetings as a subject matter expert and provide clear, actionable advice Mentor junior planners and contribute to firmwide planning best practices What You Will Need
8+ years of progressive experience in Finance and Accounting CPA and CFP required Experience with high-net-worth clients ($10M–$50M+) Deep technical knowledge in estate planning, tax law, trusts, and family governance Strong communication, client-facing presence, and ability to simplify complex strategies Tools: Proficiency with eMoney, MoneyGuidePro, and CRM systems (Salesforce preferred) Why Join
No billable hour requirements with true work-life balance Hybrid schedule with 2 days in office Equity buy-in program offering a path to leadership and ownership Competitive compensation up to $200k base plus bonus 401(k) with firm contribution, flexible PTO, tuition reimbursement, and strong benefits Direct impact on ultra-high-net-worth client strategy at a nationally recognized $30B AUM firm Compensation & Type
Compensation:
Up to $200k base + bonus and equity buy-in program Type:
Full Time / Hybrid (2 days in office, but can be full remote for the right candidate) Company & Role Details
We are partnered with a nationally recognized wealth management firm that recently surpassed $30 billion in assets under management. Known for strategic acquisitions and a client-first approach, the firm provides comprehensive in-house services spanning investment management, advanced tax planning, and multi-generational wealth strategies. Qualifications
Tax accounting background and senior-level planning experience Ability to integrate tax, financial, and business considerations into strategies Seniorities & Employment
Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing and Finance Industries: Financial Services and Accounting Note: This describes the role and requirements as advertised by Stonepath for a Senior Wealth Planner in Wealth Management.
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