Wealth Planner

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 (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

• 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.
• 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.
• 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.
• 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, as necessary.
• 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, as necessary.

Education and Experience Requirements

• 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.