Planning Strategist

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

Accountable for and manage the internal activities and execution of all aspects of the Waldron financial planning process for clients with combined annual revenue of $2MM to $8MM who are assigned to their team.

Perform assigned client-related duties including, reviewing and analyzing reports and presentations which encompass all aspects of a client’s financial picture, including investment duties. Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.

Manage and develop relationships with client key stakeholders (e.g. family office, attorneys, accountants, etc.)

Direct and aid in the daily operations of the team, monitoring performance, ensuring efficiency, and providing guidance and support to ensure success.

Bachelor’s Degree in finance or related field required. Masters Degree in finance or related field preferred.

Three (3) years of experience working with High Net Worth (HNW) ($1MM+ or $5MM+ investible assets, depending on assigned client pod) client families required.

Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. J-18808-Ljbffr Waldron Private Wealth