Wealth Planning Associate - Estate & Tax Focus

MIO Partners, Inc.; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

MIO Partners, Inc. in Atlanta seeks a detail-oriented Wealth Planning Associate to support high net worth clients with estate, tax, and wealth planning strategies.

You will gather client information, prepare inputs, and build financial models under the guidance of Senior Wealth Planners. This role requires 2–4 years in wealth management or related fields, a Bachelor's degree, strong communication, and proficiency with Excel, PowerPoint, and planning tools like eMoney or Vanilla.

Qualifications

• 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; professionalism, discretion, and a client-service mindset.
• Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and Vanilla is a plus, and willingness to learn is expected.
• Interest in estate planning and tax topics; pursuing CFP or similar credential over time is viewed favorably.

Responsibilities

• 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.
• 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.
• Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.

Skills

Attention to detail

Written and verbal communication

Discretion

Client-service mindset

Willingness to learn

Interest in CFP credential

Education

Bachelor's degree

Tools

Excel

PowerPoint

eMoney

Vanilla

Job description

MIO Partners, Inc. in Atlanta seeks a detail-oriented Wealth Planning Associate to support high net worth clients with estate, tax, and wealth planning strategies.

You will gather client information, prepare inputs, and build financial models under the guidance of Senior Wealth Planners. This role requires 2–4 years in wealth management or related fields, a Bachelor's degree, strong communication, and proficiency with Excel, PowerPoint, and planning tools like eMoney or Vanilla.