Director, Hnw Wealth Planner

Santander UK

United States
Base: $116,250.00 - $210,000.00 usd; bonus/equity:...
Deep knowledge of u.s. tax rules
Experience with hnw/uhnw client structures
Strong financial modeling and analytical skills
The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth domestic and international clients

Job Summary

  • The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth domestic and international clients.
  • This role partners with financial advisors to deliver customized planning solutions covering multi-jurisdictional tax considerations, estate planning, and investment-related tax optimization.
  • Santander offers a competitive rewards package including fair compensation ranging from $116,250 to $210,000 annually along with comprehensive benefits supporting well-being.

Matching Summary

The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth domestic and international clients.

Salary

Base: $116,250.00 - $210,000.00 USD; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package including health and well-being support

Skills & Requirements

Must-have

  • Deep knowledge of U.S. tax rules
  • Experience with HNW/UHNW client structures
  • Strong financial modeling and analytical skills
  • Active FINRA Series 7 license required
  • Active Series 66 or 63/65 licenses required

Nice-to-have

  • Bilingual English/Spanish proficiency
  • Professional designations such as CFP or CPA
  • Familiarity with financial planning software
  • Experience in broker-dealer or RIA environments
  • Thought leadership on wealth trends

Key Requirements

  • Bachelor's degree in Finance or related field
  • 9+ years experience in wealth planning or private wealth management
  • Active FINRA Series 7 license
  • Active Series 66 (or 63 and 65) licenses
  • Bilingual English/Spanish capability

Work Rights

Not specified

Tailored Resume

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