Wealth Planner

Waldron Private Wealth; Bridgeville (Allegheny County); On-site; USD 90,000 - 125,000; Full time

Job summary

Waldron Private Wealth seeks a Wealth Planner to execute its financial planning process, delivering analysis, client and prospect deliverables, technical investment topics, and value-added ideas. This role supports the Advisory Team with preparation and documentation for engagements.

The ideal candidate has a finance degree, 1+ year in financial services, and eligibility for Investment Adviser Representative status within three months, with CFP or similar progression preferred.

Qualifications

• Bachelor’s Degree in finance or related field required.
• Minimum of one year of experience in financial services 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 and client-facing presentations.
• Support Advisory Team with GAP deliverable creation or client meeting deliverable creation through Excel and planning/portfolio software.
• Complete meeting preparation including data input into Excel and planning software for clients with $2M–$8M recurring revenue.
• Provide value-add investment and wealth planning ideas for client or prospect meetings.
• Complete detailed and organized meeting notes for internal client and prospect meetings.
• Research and due diligence on investment and wealth planning topics for client queries.
• Summarize value-add investment and planning articles for the Firm’s benefit.
• Oversee internal processes such as adding new clients to software systems.

Skills

Excel

Portfolio management software

Financial planning software

Education

Bachelor’s degree in finance or related field

Tools

Excel

Financial planning software

Portfolio management software

Job description

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron’s financial planning process which encompasses analysis, client, and prospect deliverables, technical investment & planning topics, and value-added idea generation.

In this role, you will:

1. Create, update, maintain, and complete financial planning and investment deliverables including, but not limited to: estate planning documents such as trusts, health care proxies, last will and testaments power of attorney, custom created client facing presentations, investment updates and proposals.


2. Support Advisory Team with GAP (Gather, Analyze, Present) deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation.


3. Complete meeting preparation including data input into Excel, financial planning software, and portfolio management software with little to no supervision for clients supporting $2MM to $8MM of reoccurring revenue.


4. Provide value add investment & wealth planning ideas for client or prospect meeting preparation.


5. Complete detailed and organized meeting notes for internal client and prospect preparation meetings.


6. Research and conduct due diligence on investment and wealth planning related unique client questions or situations, as necessary.


7. Research and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm.


8. Oversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software, as necessary.

Education and Experience Requirements:

1. Bachelor’s Degree in finance or related field required.


2. Minimum of one (1) year of experience in financial services industry preferred.


3. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).


4. Progression towards the CFP® or other approved designation preferred.