Wealth Planning Analyst
$75,000–$80,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Gather extensive financial information, enter client data into planning software, and schedule materials for client meetings. Leverage financial data to identify solutions for client needs and goals while engaging specialists to deliver comprehensive plans. Monitor and update client information and plan changes on a consistent basis. Develop broad knowledge in holistic financial planning, including estate, gift, and income tax strategies. This role supports the Global Family Office Wealth Planning Center, coordinating financial plans for ultra- and high-net-worth individuals across the firm's advisory divisions.
Required Qualifications
- Bachelor's degree
- Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
- Strong organization skills and the ability to multitask and reprioritize within tight deadlines
- Excellent communication skills on complex matters, both written and oral
- Strong collaboration and partnership skills
- Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
- Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
- Minimum of 1-2 years of experience
Desired Qualifications
- CFP® designation preferred or the desire to obtain and/or maintain at least one firm approved designation
- eMoney experience preferred
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