Wealth Planning Associate

Job Description

Job Description

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Associate to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation.

In this role you will :

• Create, update, maintain, and complete financial planning deliverables including, but not limited to : estate planning, documents such as trusts, health care proxies, last will and testaments power of attorney, and custom created client facing presentations.
• Support Analysts and Sr. Analysts with GAP deliverable creation or client meeting deliverable creation through excel or eMoney. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation.
• Provide value add wealth planning ideas for client or prospect meeting preparation.
• Complete meeting preparation including data input into Excel and financial planning software with little to no supervision.
• Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
• Research and summarize value add planning focused articles and / or presentations for the benefit of the Firm and advisory staff.
• Meet deadlines with 100% completed work.
• Take on a mentoring and training role with interns, new hires, and cross department hires.
• Oversee internal processes including, but not limited to : adding new clients to financial planning software or other internal software, as necessary.
• Research and conduct due diligence on wealth planning related unique client questions or situations, as necessary.
• Eligible to receive sourcing revenue if generated, no requirement to meet a specified annual goal.

Requirements :

2. Minimum of one (1) year of experience in financial services industry preferred.

3. Investment Adviser Representative registration eligibility required within 3 months of start date

(e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Summary :

Waldron is a boutique wealth management firm that advises a select group of multigenerational families, business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barron’s, Forbes, and the Financial Times.

At Waldron we offer our employees :

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