Wealth Planner (Private Banking)

Location: New York, United States; the role may include a flexible work arrangement with telecommuting.

Salary: $190,000–$220,000 base salary per year, plus annual incentive.

Company

hirify.global is a global financial services firm providing private banking, investor services, capital partnerships, specialist expertise, and technology solutions.

What you will do

• Support the Senior Wealth Planner by reviewing estate planning documents and preparing client presentation materials.
• Analyze complex estate planning, tax, trust, and philanthropic issues for current and prospective Private Banking clients.
• Provide estate planning education, guidance, and related investment and asset allocation support to high-net-worth clients.
• Advise Relationship Management teams and Bankers on trust administration and estate planning matters.
• Contribute to business development through referrals, asset gathering, prospect engagement, articles, presentations, and professional networking.
• Collaborate with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners on marketing materials and sponsored events.

Requirements

• JD required.
• 6–10 years of experience practicing as a trusts and estates lawyer with a high-net-worth client base exceeding $20 million.
• Strong understanding of sophisticated estate planning techniques for high-net-worth clients.
• Experience preparing estate plan illustrations and client materials using Numbercruncher, Excel, PowerPoint, and eMoney.
• Ability to multitask, solve problems independently, and build strong professional networks.
• Ability to work in or be based in the New York location.

Nice to have

• LLM or CPA qualification.

Culture & Benefits

• Collaborative environment with access to clients, information, and experts across business areas.
• Opportunities for professional growth, new challenges, and ongoing expertise development.
• Inclusive culture that values diverse experiences and perspectives.
• Benefits supporting health, financial security, income protection, professional development, and time off.
• Flexible work options and volunteer opportunities in the community.