Director, Hnw Wealth Planner

Santander UK

Miami, United States
Base: $116,250.00 usd - $210,000.00 usd; bonus/equ...
Hnw and uhnw client focus
Cross-border tax strategy
Holistic wealth guidance
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

Job Summary

  • 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.
  • 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.
  • Offers a fair and competitive rewards package, including benefits designed to support you, your family, and your well-being.

Matching Summary

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.

Salary

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

Skills & Requirements

Must-have

  • HNW and UHNW client focus
  • Cross-border tax strategy
  • Holistic wealth guidance
  • Broker-dealer environment
  • Financial modeling and analysis
  • Client communication skills

Nice-to-have

  • Bilingual English/Spanish
  • Financial planning software familiarity
  • Established work history
  • Risk management approach

Key Requirements

  • 9+ years of experience in wealth planning
  • Bachelor's degree in Finance, Business, or related field
  • Active FINRA Series 7 required
  • Active Series 66 (or Series 63 and 65) licenses required
  • Deep knowledge of U.S. tax rules

Work Rights

Not specified

Tailored Resume

Cover Letter