Wealth Planner: Client-First, CFP, Tech-Driven Growth

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

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.