Wealth Planning Associate

Job Details Experience Level Manager Degree Type Bachelor of Science (BS) Employment Full Time Working Type Hybrid Job Reference 0000020764 Salary Type Annually Industry Asset Management;Wealth Management Selling Points Contribute to impactful wealth planning strategies for high-net-worth clients. Collaborate with a globally recognized advisory institution in a hybrid work environment. Enhance your expertise in estate and tax planning topics. Job Description Wealth Planning Associate Overview The Wealth Planning Associate role focuses on delivering sophisticated estate, tax, and wealth planning strategies for high-net-worth individuals and families. Collaborate with Wealth Planning Team and Investment Advisors to ensure comprehensive client support and planning workflows. Engage in technical research, financial modeling, and drafting client deliverables to support planning processes. Contribute to the development of educational materials and internal templates for enhanced team efficiency. Maintain organized planning files and track legislative, regulatory, and industry developments for concise internal takeaways. Collaborate with external providers to maintain updated directories and track conference opportunities. Hybrid work arrangement offering flexibility and a collaborative environment. Opportunity to work with a globally recognized advisory institution committed to client success. Key Responsibilities & Duties Obtain, organize, and validate client information, planning assumptions, and documentation for wealth planning processes. Enter and maintain data in eMoney and/or Vanilla, ensuring accuracy and completeness. Prepare first-draft planning outputs, including cash-flow models, projections, and scenario runs for review. Support estate tax calculations and illustrative planning scenarios using approved templates and assumptions. Conduct research on estate planning, tax, and financial planning topics for team knowledge building. Assist in the development of client education materials, primers, and visuals to enhance understanding. Coordinate timely follow-ups with Investment Advisors and external providers to ensure seamless workflows. Track and summarize industry developments, legislative changes, and conference insights for internal use. Job Requirements Bachelor's degree required, preferably in finance, economics, or related fields. 2-4 years of experience in wealth management, financial planning, or analytical finance roles. Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla preferred. Exceptional attention to detail and ability to analyze legal and financial documents. Strong written and verbal communication skills with a client-service mindset. Interest in estate planning and tax topics; pursuing CFP or similar credential viewed favorably. Ability to maintain organized planning files and improve team efficiency through research and development. Commitment to ethical standards, diversity, inclusivity, and collaboration in a professional setting. #J-18808-Ljbffr Chris Baily