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Wealth Planner Associate
4 weeks ago
As a
Wealth Planner Associate , you will support high-net-worth clients and prospects through excellent client management service and planning while offering opportunities for growth and advancement.
DUTIES & RESPONSIBILITIES
Collaborate with the Senior Advisor to schedule, coordinate, and plan client meetings with a “clients-first” approach
Prepare reports and client portfolio reviews, ensuring integrity in all dealings
Attend meetings, document discussions, and prepare summaries concerning all parties involved
Coordinate follow-up actions
Document and update process with collaboration from team-mates
Assist with portfolio construction
Respond to inquiries, build, and maintain relationships with clients with respect and integrity
Gather data for various analyses, including retirement, taxes, estate planning, and more
Continuously develop professional development and knowledge through collaboration with internal and external experts
QUALIFICATIONS
Bachelor’s degree in a relevant field
Minimum 3+ years of professional experience, with emphasis on tax preparation
CFP or CFA certification
Familiarity with wealth planning technology and proficiency in tools such as CRM, Adobe, MoneyGuidePro, etc.
Strong interpersonal skills with a client service focus
Excellent presentation and organizational skills
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