Wealth Planning Associate — Growth Path & Benefits

Confluence Financial Partners; United States; On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k) with 3% contribution by the company

Health, vision, and dental insurance

Generous paid time off (PTO)

Continuing education opportunities

Employee assistance program

Paid holidays

Paid maternity/paternity leave

Short-Term Disability (company paid)

Long-Term Disability & Group Life Insurance

Job summary

A financial planning firm in the Greater Pittsburgh region is seeking a Wealth Associate to design wealth plans for clients and assist Wealth Managers with tax and estate analyses. The ideal candidate holds a Bachelor’s degree in finance or a related field and possesses strong organizational skills. This full-time role offers a starting salary of $60,000 and various benefits, including health insurance and a 401(k) plan.

Qualifications

• Previous internship or professional experience in finance or related field preferred.
• Professional and friendly demeanor, both in-person and on the phone.
• Goal-oriented personality, with demonstrated track record of achievement.

Responsibilities

• Utilize technology stack to fulfill client and advisor requests.
• Create client financial planning deliverables, including wealth plans and reports.
• Prepare tax analysis and estate planning reports.

Skills

Organizational skills

Client relationship management

Technical acumen

Prioritization

Education

Bachelor’s degree in finance, economics, or related field

Job description

A financial planning firm in the Greater Pittsburgh region is seeking a Wealth Associate to design wealth plans for clients and assist Wealth Managers with tax and estate analyses. The ideal candidate holds a Bachelor’s degree in finance or a related field and possesses strong organizational skills. This full-time role offers a starting salary of $60,000 and various benefits, including health insurance and a 401(k) plan.