Wealth Planning Associate

Wealth Planning Associate Overview

• The Wealth Planning Associate role focuses on delivering sophisticated estate, tax, and wealth planning strategies for high-net-worth individuals and families.
• Collaborate with Wealth Planning Team and Investment Advisors to ensure comprehensive client support and planning workflows.
• Engage in technical research, financial modeling, and drafting client deliverables to support planning processes.
• Contribute to the development of educational materials and internal templates for enhanced team efficiency.
• Maintain organized planning files and track legislative, regulatory, and industry developments for concise internal takeaways.
• Collaborate with external providers to maintain updated directories and track conference opportunities.
• Hybrid work arrangement offering flexibility and a collaborative environment.
• Opportunity to work with a globally recognized advisory institution committed to client success.

Wealth Planning Associate Key Responsibilities & Duties

• Obtain, organize, and validate client information, planning assumptions, and documentation for wealth planning processes.
• Enter and maintain data in eMoney and/or Vanilla, ensuring accuracy and completeness.
• Prepare first-draft planning outputs, including cash-flow models, projections, and scenario runs for review.
• Support estate tax calculations and illustrative planning scenarios using approved templates and assumptions.
• Conduct research on estate planning, tax, and financial planning topics for team knowledge building.
• Assist in the development of client education materials, primers, and visuals to enhance understanding.
• Coordinate timely follow-ups with Investment Advisors and external providers to ensure seamless workflows.
• Track and summarize industry developments, legislative changes, and conference insights for internal use.

Wealth Planning Associate Job Requirements

• Bachelor's degree required, preferably in finance, economics, or related fields.
• 2-4 years of experience in wealth management, financial planning, or analytical finance roles.
• Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla preferred.
• Exceptional attention to detail and ability to analyze legal and financial documents.
• Strong written and verbal communication skills with a client-service mindset.
• Interest in estate planning and tax topics; pursuing CFP® or similar credential viewed favorably.
• Ability to maintain organized planning files and improve team efficiency through research and development.
• Commitment to ethical standards, diversity, inclusivity, and collaboration in a professional setting.