Wealth Planning Associate

MIO Partners; New York (NY); On-site; USD 99,000 - 121,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Telemedicine services

Life insurance

Disability insurance

Parental leave

Retirement program

Financial guidance

Paid time off

Job summary

MIO Partners, Inc. (MIO) is a global investment and advisory firm based in New York City, offering asset management and wealth planning services to high net worth clients.

The Wealth Planning Team seeks a detail-oriented associate to support estate, tax, and wealth planning strategies with senior planners and investment advisors. The role emphasizes data gathering, modeling, research, and preparation of client deliverables.

Qualifications

• Bachelor's degree required.
• 2-4 years of wealth management or financial planning support experience.
• Exceptional attention to detail and ability to interpret legal/financial documents.
• Strong written and verbal communication; professional and discreet.
• Proficiency in Microsoft Office; familiarity with eMoney/Vanilla is a plus and willingness to learn.

Responsibilities

• Gather, organize, and validate client information and planning assumptions.
• Enter data in eMoney and Vanilla; build cash-flow models and balance sheet visuals.
• Prepare planning outputs and scenario runs for Senior Wealth Planner review.
• Assist with estate tax calculations and planning scenarios.
• Review documents, identify missing information, and support planning workflow.

Skills

Attention to detail

Client-service mindset

Strong communication

MS Office proficiency

Education

Bachelor's degree

Tools

Excel

PowerPoint

eMoney

Vanilla

Job description

MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles. Our team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees. We manage more than $20 billion in assets across public and private markets. We are headquartered in New York City, with offices in Atlanta, Georgia; West Palm Beach, Florida; Germany; Hong Kong; Singapore; Spain; and the UK.

We provide objective advice on long-term wealth building and create distinctive investment products that deliver value relative to market-based benchmarks. We operate two core lines of business: (i) our advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) our investments business consists of alpha-seeking alternative investment strategies across public and private markets.

A defining characteristic of our business is our perfect alignment with our clients. Our extraordinary mandate as a boutique investment and advisory firm, grounded in a core set of principles, enables us to create unique products and services while keeping our clients’ interests front and center.

Much of our success can be attributed to our insatiable intellectual curiosity. We seek to hire individuals who are passionate about our mission and values, and who always strive toward excellence. We care about fostering a culture of continual improvement, as individuals and as an organization, and are excited to work with individuals who have a similar growth mindset. We are proud to have a culture that promotes the highest ethical standards and investor-focused values, alongside a commitment to diversity and inclusivity and a highly collaborative work environment.

MIO (and related entities) is an independent, indirect, and wholly owned subsidiary of McKinsey & Company.

Position & Primary Responsibilities

MIO’s Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join us in New York City, New York. In this role, you will partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of sophisticated estate, tax, and wealth planning strategies for high net worth individuals and families.

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models, conducting technical research, drafting client deliverables, developing educational materials, and supporting the team's planning workflow.

Team and Client Support

• Obtain, organize, and validate client information, planning assumptions, and documentation.
• Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.
• Build first-draft planning outputs, including cash-flow models, balance sheet visuals, wealth diagrams, baseline projections, and scenario runs for Senior Wealth Planner review.
• Support estate tax calculations and illustrative planning scenarios using approved assumptions and templates.
• Review and summarize existing estate planning documents, identifying decision points, missing information, follow-up questions, and potential planning considerations for Senior Wealth Planner.
• Prepare meeting materials, meeting notes, and post-meeting action trackers; coordinate timely follow-up with Investment Advisors

Knowledge Building and Research

• Conducting preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
• Assisting with development and maintenance of state-specific estate and tax planning overviews.
• Helping compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
• Tracking planning-related legislative, regulatory, and industry developments and circulating concise internal takeaways.
• Maintaining organized planning files, research notes, templates, and standard assumptions to improve consistency and efficiency.

Third-Party Service Providers (e.g., lawyers, accountants, etc.)

• Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.
• Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.

Desired Background

• Bachelor's degree required.
• 2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
• Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
• Strong written and verbal communication skills; professionalism, discretion, and a client-service mindset.
• Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
• Interest in estate planning and tax topics; interest in pursuing CFP® or a similar credential over time is viewed favorably.

Base salary range

$110,000 - $110,000 USD

MIO Partners, Inc. (MIO) offers a comprehensive benefits package, including medical, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement program, financial guidance, and paid time off.

MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

We are committed to protecting your privacy. Please review our Applicant Privacy Policy for a detailed explanation of how we collect, use, and protect your personal information.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in MIO Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.