Wealth Planning Associate — Family Office

Ballentine Partners, LLC.; Florida; Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Dental & vision

Disability & life insurance

Generous leave policy

Sabbaticals

Job summary

Ballentine Partners is seeking a dedicated analyst for the Family Office Practice to support client reporting and financial planning with high-net-worth families. The role involves designing client reports, compiling data from multiple sources, and contributing to team strategy while learning essential soft skills through interaction with senior stakeholders.

The ideal candidate has a Bachelor’s degree and 1–3 years of relevant experience, strong organizational abilities, and excellent

Qualifications

• Bachelor’s Degree is required.
• 1–3 years of experience in a similar role preferred.
• Willingness to learn quickly and take initiative.
• Ability to work with senior stakeholders and maintain discretion.

Responsibilities

• Designing and preparing client financial reports and exhibits for client meetings.
• Collecting, compiling, and evaluating raw data from multiple sources to produce accurate financial summaries.
• Contributing to strategic thinking on client team by identifying and elevating strategic planning issues and opportunities.
• Identifying and researching client issues under supervision.
• Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.).
• Researching financial planning topics to enhance firm’s knowledge management resources.
• Other duties as assigned.

Skills

Strong communication

Interpersonal skills

Attention to detail

Initiative

Stakeholder management

Organizational ability

Education

Bachelor's Degree

Job description

Ballentine Partners is seeking a dedicated analyst for the Family Office Practice to support client reporting and financial planning with high-net-worth families. The role involves designing client reports, compiling data from multiple sources, and contributing to team strategy while learning essential soft skills through interaction with senior stakeholders.

The ideal candidate has a Bachelor’s degree and 1–3 years of relevant experience, strong organizational abilities, and excellent