Wealth Planner: Client-First Financial Planning Pro

Vaco Recruiter Services; Louisville (KY); On-site; USD 70,000 - 110,000; Full time

Job summary

Vaco Recruiter Services in Louisville, KY seeks a Wealth Planner to support high-net-worth clients with comprehensive financial planning, client service, and collaborative work with advisors. The role requires a bachelor's in Finance, Business, Economics, or related field and CFP designation or active candidate status.

You will assist with plan preparation, review statements, maintain records in CRM and planning software, and nurture long-term client relationships through attentive, proactive

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Certified Financial Planner (CFP®) designation or active CFP candidate status or eligibility.
• Understanding of comprehensive financial planning, including investment, retirement, tax, estate, and risk management concepts.
• Strong client service orientation and professional communication skills.
• Excellent written, verbal, organizational, and problem-solving abilities.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience with financial planning, CRM, or wealth management software platforms.
• Strong attention to detail and ability to manage multiple priorities.
• Ability to work independently and collaboratively in a team environment.

Responsibilities

• Serve as a trusted client advocate and assist with addressing client questions and needs.
• Deliver a high level of client service and support throughout the planning process.
• Develop and maintain strong relationships with clients and their families.
• Ensure client requests are handled accurately and efficiently.
• Assist advisors with financial plan preparation and meeting preparation.
• Participate in client meetings and maintain detailed documentation of discussions and action items.
• Review financial statements, estate planning documents, and insurance policies.
• Prepare insurance analyses, planning recommendations, and client presentations.
• Develop and maintain net worth statements and financial planning reports.
• Utilize planning software to model various financial scenarios and outcomes.
• Collaborate with CPAs, attorneys, estate planners, and other professional advisors.
• Maintain client data within CRM and financial planning software systems.
• Support special projects and firm initiatives as needed.
• Identify opportunities to improve workflows, processes, and client experience.

Skills

Client service

Relationship management

Communication

Attention to detail

Multi-priority management

Team collaboration

Problem solving

Professional presentation

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Certified Financial Planner (CFP®) designation

CFP candidate status or eligibility

Tools

CRM software

Microsoft Excel

Planning software

Job description

Vaco Recruiter Services in Louisville, KY seeks a Wealth Planner to support high-net-worth clients with comprehensive financial planning, client service, and collaborative work with advisors. The role requires a bachelor's in Finance, Business, Economics, or related field and CFP designation or active candidate status.

You will assist with plan preparation, review statements, maintain records in CRM and planning software, and nurture long-term client relationships through attentive, proactive