Strategic Wealth Planner

Waldron Private Wealth; Plymouth (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

Waldron Private Wealth seeks a Wealth Planner in Michigan to execute its financial planning process, including analysis, client deliverables, and investment topics. The role emphasizes producing value-added wealth planning ideas and well-organized meeting notes for client and prospect interactions.

The ideal candidate has a Bachelor’s Degree in finance or related field and at least 1 year in financial services, with Investment Adviser Representative eligibility within 3 months and CFP

Qualifications

• Bachelor’s Degree in finance or related field required.
• Minimum of one (1) year of experience in financial services industry preferred.
• Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
• Progression towards the CFP® or other approved designation preferred.

Responsibilities

• Create, update, maintain, and complete financial planning and investment deliverables including estate planning documents.
• Support Advisory Team with GAP deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software.
• Complete meeting preparation including data input into Excel, financial planning software, and portfolio management software for clients supporting $2MM to $8MM of recurring revenue.
• Provide value add investment & wealth planning ideas for client or prospect meeting preparation.
• Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
• Research and conduct due diligence on investment and wealth planning related unique client questions or situations.
• Research and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm.
• Oversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software.

Education

Bachelor’s Degree in finance or related field

Investment Adviser Representative registration eligibility

CFP® progression preferred

Tools

Excel

Financial planning software

Portfolio management software

Job description

Waldron Private Wealth seeks a Wealth Planner in Michigan to execute its financial planning process, including analysis, client deliverables, and investment topics. The role emphasizes producing value-added wealth planning ideas and well-organized meeting notes for client and prospect interactions.

The ideal candidate has a Bachelor’s Degree in finance or related field and at least 1 year in financial services, with Investment Adviser Representative eligibility within 3 months and CFP