Wealth Planning Associate: High-Impact Hybrid Role

MIO Partners; Atlanta (GA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

MIO Partners is hiring a Wealth Planning Associate in Atlanta, GA to support the Wealth Planning Team and Investment Advisors in crafting estate, tax, and wealth strategies for high net worth individuals and families.

You will gather client data, build planning inputs, and develop financial models while researching planning topics and preparing client deliverables. A collaborative, detail‑oriented professional with 2–4 years of experience is ideal.

Qualifications

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

Responsibilities

• Support Wealth Planners and Senior Wealth Planners in planning activities for high net worth clients.
• Enter and validate client information and planning assumptions in planning tools.
• Develop initial planning outputs including cash-flow models and visuals.
• Assist with estate tax calculations and scenario planning.
• Prepare meeting materials and coordinate follow-up with Advisors.
• Collaborate with external providers to maintain trusted relationships.

Skills

Attention to detail

Written communication

Oral communication

MS Office proficiency

Willingness to learn

Analytical mindset

Education

Bachelor's degree

Tools

Excel

PowerPoint

eMoney

Vanilla

Job description

MIO Partners is hiring a Wealth Planning Associate in Atlanta, GA to support the Wealth Planning Team and Investment Advisors in crafting estate, tax, and wealth strategies for high net worth individuals and families.

You will gather client data, build planning inputs, and develop financial models while researching planning topics and preparing client deliverables. A collaborative, detail‑oriented professional with 2–4 years of experience is ideal.