Stonepath
Senior Wealth Planner - Wealth Management (CPA + CFP Required)
Stonepath, Folsom, California, United States, 95630
Overview
Senior Wealth Planner - Wealth Management (CPA + CFP required) | Folsom, CA 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. This opportunity is ideal for an experienced wealth planner with a strong tax accounting background who thrives on solving complex challenges for ultra-high-net-worth individuals and families. The firm seeks a candidate who understands advanced estate and legacy planning and brings the technical depth of a Tax Manager-level professional to ensure strategies are integrated across tax, financial, and business needs. Location:
Folsom, CA 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) About the Role
As a Senior Wealth Planner, you will serve as the lead strategist on sophisticated engagements requiring multi-disciplinary expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored to wealth transfer, estate preservation, philanthropy, and liquidity events. Your heavier tax expertise will be essential in evaluating complex structures and ensuring strategies are both technically sound and client-focused. 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 and ultra-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 Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries: Financial Services and Accounting
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Senior Wealth Planner - Wealth Management (CPA + CFP required) | Folsom, CA 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. This opportunity is ideal for an experienced wealth planner with a strong tax accounting background who thrives on solving complex challenges for ultra-high-net-worth individuals and families. The firm seeks a candidate who understands advanced estate and legacy planning and brings the technical depth of a Tax Manager-level professional to ensure strategies are integrated across tax, financial, and business needs. Location:
Folsom, CA 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) About the Role
As a Senior Wealth Planner, you will serve as the lead strategist on sophisticated engagements requiring multi-disciplinary expertise. You will partner directly with clients and advisors to design and implement advanced planning strategies tailored to wealth transfer, estate preservation, philanthropy, and liquidity events. Your heavier tax expertise will be essential in evaluating complex structures and ensuring strategies are both technically sound and client-focused. 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 and ultra-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 Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries: Financial Services and Accounting
#J-18808-Ljbffr