Private Wealth Planner & Strategy Advisor

Waldron Private Wealth; Plymouth (MI); On-site; USD 75,000 - 110,000; Full time

Job summary

Waldron Private Wealth in Michigan seeks a Wealth Planner to execute its financial planning process, including analysis, client deliverables, and wealth planning topics. You will create meetings and materials, support the advisory team with data gathering in Excel and planning software, and prepare notes for client and prospect meetings.

A bachelor’s degree in finance or related field is required; one year in financial services is preferred, and registration eligibility within 3 months; CFP

Qualifications

• Bachelor’s degree in finance or related field is required.
• At least 1 year of experience in financial services.
• Investment Adviser Representative registration eligibility within 3 months of start date.
• Progression towards the CFP or other approved designation preferred.

Responsibilities

• Execute financial planning and investment deliverables.
• Support GAP deliverable creation through excel and planning software.
• Prepare meetings with data input for clients supporting $2MM to $8MM of recurring revenue.
• Provide value-add investment and wealth planning ideas for meetings.
• Complete detailed and organized meeting notes for internal client/prospect meetings.
• Research and summarize investment and wealth planning articles for the Firm.
• Oversee internal processes including client onboarding in planning software.

Skills

Financial planning

Excel proficiency

Education

Bachelor’s Degree in finance or related field

CFP progression preferred

Job description

Waldron Private Wealth in Michigan seeks a Wealth Planner to execute its financial planning process, including analysis, client deliverables, and wealth planning topics. You will create meetings and materials, support the advisory team with data gathering in Excel and planning software, and prepare notes for client and prospect meetings.

A bachelor’s degree in finance or related field is required; one year in financial services is preferred, and registration eligibility within 3 months; CFP