Wealth Planning Associate: Client-Focused Planner Support

Vaco by Highspring

Louisville (KY)

On-site

USD 90,000 - 150,000

Full time

2 days ago

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Job summary

Vaco by Highspring in Louisville, KY is seeking a Wealth Planner to support high-net-worth clients with comprehensive financial planning, coordination with outside professionals, and exceptional client service. This role collaborates with advisors to prepare plans, review statements, and develop guidance on investments, retirement, estate and tax considerations, documented in CRM and planning software.

The ideal candidate has a Finance-related degree and CFP designation or active candidacy, plus

Qualifications

Bachelor's degree in finance, business, accounting, economics, or related field.
CFP designation or active CFP candidate status or eligibility.
Understanding of comprehensive financial planning including investments, retirement, tax, estate, and risk management.
Strong client service orientation and professional communication.

Responsibilities

Serve as a client advocate and address questions and needs throughout the planning process.
Assist advisors with financial plan preparation and meeting preparation.
Review financial statements, estate planning documents, and insurance policies.
Develop and maintain net worth statements and financial planning reports.
Collaborate with CPAs, attorneys, and other advisors to coordinate planning.
Maintain client data within CRM and planning software; support project initiatives.