🪜Wealth Planning Technologist
CFP-adjacent operator who configures eMoney/MoneyGuide, owns the advisor workflow, and bridges planning to the wider tech stack.
Sourced from 9 recent JDs · snapshot taken 2026-06-23
What this role pays — by city, years & skill stack
Illustrative ranges — calibrated from Levels.fyi, Glassdoor and Robert Half wealth-tech guides. Real offers vary widely by firm, equity, and team. Use this to compare cities & skill stacks, not as a quote.
The same four lenses we use on every capability and skill page.
Comprehensive financial planning
10 operationsClient discovery & risk profiling
annualAn hour of structured questions surfaces goals, values, fears, family structure, and risk tolerance — captured in CRM, not on a notepad.
Data intake & account aggregation
annualTax returns parsed in minutes, accounts linked via aggregator, statements scanned — not 6 weeks of email back-and-forth.
Net worth & cash-flow build
quarterlyHousehold balance sheet and 12-month cash flow in one view, refreshed automatically from linked accounts.
Goal modeling (retirement, education, large purchase)
annualPer-goal probability of success with sensitivity to savings rate, retirement age, and return assumptions.
Insurance needs analysis
annualGap analysis across life, disability, LTC, P&C — recommendations tied to specific goals.
Estate scenario modeling
annualCurrent vs proposed estate plans flow-charted; transfer taxes, generation-skipping, charitable bunching modeled.
Tax-overlay analysis
annualPlan-level tax projection identifies Roth conversion windows, TLH opportunities, bracket-fill strategies.
Monte Carlo / probability of success
annualStochastic projection with both deterministic and Monte Carlo views; clients see ranges, not point estimates.
Plan delivery & client conversation
annualInteractive scenario walkthrough in front of the client — not a 60-page PDF mailed before the meeting.
Ongoing plan refresh & alerts
monthlyPlan auto-refreshes off custodial + aggregator feeds; alerts fire on drift from goal, life-event triggers, or assumption breaches.
Tuesday — three advisors want the same planning template
Two advisors ask you to rebuild a retirement scenario in eMoney, a third wants the same logic mirrored in MoneyGuidePro for a client moving households. You standardise the template, push the household record to Salesforce FSC so it surfaces in the advisor's home view, layer a tax-aware withdrawal sequence on top, and write a one-page run-book so the next advisor doesn't reinvent it. Afternoon is spent shepherding the rollout of a new vault workflow across the planning team.
Top skills for this role
- Job demand40%
- Job demand55%
- Job demand52%
- Job demand38%
- Job demand82%
- Job demand38%
How this role evolves
As advisor-facing agents mature, the work splits into judgment humans keep and execution agents own.
- →Client-story interpretation
- →Workflow adoption
- →Advisor judgment
- →Scenario drafting
- →Household-data prefill
- →Plan-version comparison
Runs the human-in-the-loop layer between advisor-facing AI agents and the book of business.
How to land — and survive — as a Wealth Planning Technologist
- Step 1 · Free · play nowRun the Skill DNA drill — see where you stand on eMoney / MoneyGuidePro Financial Planning PlatformsHands-on drill
A fast, scenario-based self-assessment. Replayable, no signup, 5–10 minutes. Different from the multiple-choice quizzes further down the page.
- Step 2 · Premium · full playbookWealth Planning Technologist playbook (preview)
Hand-curated checklists, real templates, and the failure modes nobody documents — see the first 30% free.
Preview - Step 3 · 1:1 · operator sessionMock interview with an operator
30-minute 1:1: role-specific case prompts, portfolio review, and offer-negotiation talk-track.
Live
Drills, quizzes, vendor matrix, industry map, and reads — all in one place.