Online Strategy Consultant

Waldron Private Wealth; Plymouth (MI); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Waldron Private Wealth seeks a Wealth Advisory Strategist to execute its financial planning process, including analysis, client deliverables, and idea generation. You will manage the planning workflow for clients with multi‑million investable assets.

You will review reports, generate investment ideas, and tailor solutions addressing tax, estate, and cash‑flow needs while building strong relationships with key stakeholders.

Formación

• Bachelor’s degree in finance or related field.
• Masters degree in finance preferred.
• Three years of experience with High Net Worth client families.

Responsabilidades

• Execute Waldron’s financial planning process for clients and prepare deliverables.
• Review reports and analyses of a client’s financial picture, including investments.
• Generate and apply planning and investment ideas focusing on tax, estate planning, cash flow, and related topics.
• Develop and manage relationships with client stakeholders (family office, attorneys, accountants).
• Direct daily operations of the team, monitor performance, and provide guidance.

Conocimientos

Financial planning

Investment analysis

Tax planning

Client relationship management

Educación

Bachelor's degree in finance

Master's degree in finance

Descripción del empleo

Job Description Waldron Private Wealth (Waldron) is looking for a Wealth Advisory Strategist to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation.

Accountable for and manage the internal activities and execution of all aspects of the Waldron financial planning process for clients with combined annual revenue of $2MM to $8MM who are assigned to their team.

Perform assigned client-related duties including, reviewing and analyzing reports and presentations which encompass all aspects of a client’s financial picture, including investment duties. Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.

Manage and develop relationships with client key stakeholders (e.g. family office, attorneys, accountants, etc.).

Direct and aid in the daily operations of the team, monitoring performance, ensuring efficiency, and providing guidance and support to ensure success.

Bachelor’s Degree in finance or related field required. Masters Degree in finance or related field preferred.

Three (3) years of experience working with High Net Worth (HNW) ($1MM+ or $5MM+ investible assets, depending on assigned client pod) client families required.

Investment Adviser Representative registration eligibility required within 3 months of start date (e.g.