The Vice President of Planning plays a critical role in preparing and presenting wealth plans as part of the firm's wealth management structure. Working closely within a team, this person is responsible for preparing and delivering financial plans to high-net-worth clients, ensuring compliance with policies and procedures, collaborating with internal teams on client information collection, and assisting in firmwide financial planning initiatives. The ideal candidate should possess strong knowledge in financial planning and a commitment to contributing to the advancement of client goals.  The Vice President of Planning will contribute to wealth management communications, participate in implementing projects, and enhance the integration of financial planning techniques, softwa