Director, Hnw Wealth Planner

Santander

United States of America
Base: $116,250.00 usd - $210,000.00 usd; bonus/equ...
Not specified (assumed hybrid or remote based on industry standards).
Hnw domestic and international clients
Cross-border tax strategy
Holistic wealth guidance
Santander is seeking a Director, HNW Wealth Planner to provide advanced financial planning and wealth guidance for high-net-worth clients. The ideal candidate will possess extensive experience in wealth planning, strong U.S. and international tax knowledge, and excellent communication skills

Job Summary

  • The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth (HNW) domestic and international clients within a broker-dealer environment.
  • This role partners with financial advisors, relationship managers, and product teams to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, wealth transfer, philanthropic strategies, and investment-related tax optimization.
  • The base pay range for this position is $116,250.00 USD to $210,000.00 USD, with a competitive rewards package and benefits designed to support employees.

Matching Summary

Match Score: 85

Santander is seeking a Director, HNW Wealth Planner to provide advanced financial planning and wealth guidance for high-net-worth clients. The ideal candidate will possess extensive experience in wealth planning, strong U.S. and international tax knowledge, and excellent communication skills.

Salary

Base: $116,250.00 USD - $210,000.00 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • HNW domestic and international clients
  • cross-border tax strategy
  • holistic wealth guidance
  • multi-jurisdictional tax considerations
  • estate planning and wealth transfer
  • investment-related tax optimization

Nice-to-have

  • customer-centric transformation
  • bold thinking and innovation
  • courage to challenge what's possible
  • driven professionals growth

Key Requirements

  • Bachelor's Degree or equivalent work experience
  • 9+ years of wealth planning, tax advisory, or private wealth experience
  • Bilingual English/Spanish
  • Active FINRA Series 7 required
  • Active Series 66 (or Series 63 and 65) licenses

Work Rights

Not specified

Tailored Resume

Cover Letter