UHNW Family Wealth Planning Associate

Pitcairn; Conshohocken (Montgomery County); On-site; USD 100,000 - 150,000; Full time

Job summary

Pitcairn seeks a seasoned client service professional to support Relationship Managers in all facets of comprehensive financial planning for ultra-high-net-worth client families and single-family office clients. You will lead the client service experience for a subset of client team relationships.

Responsibilities include cash flow reports, balance sheets, net worth analyses, asset allocation monitoring, tax projections coordination, insurance coordination, and ensuring accuracy of fee

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics or related field with 5+ years in client-focused professional services.
• CFP designation pursued or attained; Series 65/66 within first 90 days.
• Strong communication, analytical and financial planning capabilities.

Responsibilities

• Assist Relationship Managers with comprehensive financial planning and lead client service for client teams.
• Prepare cash flow reports, balance sheets and net worth statements; analyze impact of market assumptions.
• Monitor asset allocations, initiate trades, and coordinate tax projections and fee accuracy.
• Coordinate insurance needs and collaborate on client deliverables and reporting.
• Ensure compliance reviews are completed and support firm operations efficiently.

Skills

Client service

Financial planning

Interpersonal skills

Analytical skills

Communication

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

CFP designation (expected)

Series 65/66

Tools

Microsoft Excel

Portfolio reporting tools

Financial analysis software

Job description

Pitcairn seeks a seasoned client service professional to support Relationship Managers in all facets of comprehensive financial planning for ultra-high-net-worth client families and single-family office clients. You will lead the client service experience for a subset of client team relationships.

Responsibilities include cash flow reports, balance sheets, net worth analyses, asset allocation monitoring, tax projections coordination, insurance coordination, and ensuring accuracy of fee