Wealth Planner

The Haverford Trust Company; Radnor (Delaware County); On-site; USD 90,000 - 120,000; Full time

Job summary

The Haverford Trust Company is seeking an experienced Wealth Planner to tailor customized financial and estate plans for a diverse client base. You will work closely with the VP, Director of Wealth Planning and partner with Portfolio Managers to grow client engagement and retention.

You will design comprehensive plans using eMoney and other planning tools, maintain CRM data, and stay informed on industry trends and legislative changes.

Qualifications

• BA/BS in Financial Planning, Finance, or related field is required.

Responsibilities

• Partner with Portfolio Managers to identify planning opportunities and grow client engagement.
• Utilize eMoney and other planning software to design and deliver personalized financial plans.
• Maintain organized planning workflow and accurate client records in CRM.
• Research industry trends, legislation, and technology relevant to wealth planning.
• Engage with clients via video calls, phone, in-person meetings, and email to provide planning support.
• Build long-term relationships to assist families through wealth transfer and life events.
• Develop and deliver strategic content and planning initiatives and lead meetings.
• May supervise a Wealth Planning Associate and provide performance feedback.

Skills

Client relationship management

Communication

Analytical skills

Organization

Education

BA/BS in Financial Planning or Finance

CFP Certification

Tools

eMoney

CRM systems

Microsoft Office

Job description

You are an experienced and prudent wealth planner with tremendous empathy. You can have conversations with clients about what truly matters in their lives, and you know how to line up, protect, and grow their assets to provide for rainy days and bright futures. Data-based and tech savvy, you have the know-how to make wealth planning crystal clear for clients on paper, plus you have skills to connect with clients in person and help them deeply understand how to add value to their financial lives. Furthermore, your knowledge base and wealth planning acumen are so sharp . . that you are in high demand; all of your colleagues want you to work with their clients!

POSITION DESCRIPTION

The Wealth Planning Team at The Haverford Trust Company is responsible for tailoring customized financial and estate plans to a client’s unique financial situation and goals. The Wealth Planner reports to and partners closely with the VP, Director of Wealth Planning. The primary responsibilities of the Wealth Planner are to manage and serve our existing clients’ wealth planning needs and to nurture new relationships. This position requires frequent client interaction as well as close collaboration with internal contacts at all levels of the organization.

ESSENTIAL DUTIES

• Partners with Portfolio Managers to identify client relationships in which planning services can enhance client engagement, support retention, and drive business growth.
• Utilizes eMoney and other financial planning software to design, analyze and deliver comprehensive personalized plans to clients.
• Maintains an organized planning workflow, including tracking the client pipeline, updating client records, and ensuring data accuracy within CRM system.
• Conducts research on current industry trends, legislative changes, and emerging technology within the scope of financial planning.
• Engages directly with clients through various communication channels – including video calls, phone, in-person meetings, and email – to deliver personalized planning support.
• Builds and nurtures long-term client relationships to help families proactively navigate through various life stages including wealth transfer.
• Responsible for developing and delivering strategic content and initiatives – including Monday Morning Meetings, Wealth Planning monthly meetings, Portfolio Manager biweekly meetings, and presentations.
• May be required to manage a Wealth Planning Associate, delegating and directing work to them, evaluating performance and providing feedback to maximize WPA productivity and enhance growth.

PHYSICAL REQUIREMENTS

• Normal business hours are Monday through Friday, 8:30am - 5:00pm, EST.
• Employees are required to work in-person, in our Radnor office, on Monday, Wednesday, and Thursday. Employees are potentially eligible to WFH up to two days per week.
• Mobility: Ability to walk various distances while setting up, overseeing and participating in meetings or events.
• Stamina: Capability to stand for extended periods during meetings or events.
• Desk Work: Ability to sit at a desk for long periods while performing tasks, largely via computer.
• Lifting: Must be able to bend or lift objects weighing up to 30 pounds.

General Skills / Abilities

Work Management and Product

• Model the firm’s values of Quality, Integrity, Respect, Discipline, Community, and Optimism.
• Build trusting, long‑term relationships with colleagues, internal clients, vendors, and business partners.
• Finesse to identify/define needs while managing stakeholder expectations.
• Strong analytical and problem‑solving skills; creative and innovative solutions.
• Excellent organizational and time management skills and superior attention to detail.

Teamwork

• Collaborate effectively within your own team and across other teams to achieve goals.
• Cross‑train to support team members; serve as a reliable back‑up.

Communication

• Exceptional verbal skills and client relationship skills with an emphasis on five‑star, value‑added service.
• Strong, persuasive presentation and public speaking skills.

Technical

• Proficiency with Microsoft Office Suite or related software.
• Ability to quickly learn new technologies and software programs.

QUALIFICATIONS

Education / Experience

• BA or BS in Financial Planning, Finance, or related field is required
• 5 years' experience in wealth planning or wealth management preferred
• CFP Certification required
• Knowledge of eMoney and other financial planning software preferred

The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company’s changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate in Haverford’s sole discretion.

All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self‑regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act.

The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law.

This position may be subject to Haverford's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.