Wealth Planning Analyst
$75,000–$80,000 year
On-siteSaratoga Springs, New York, United States
Job Summary
Gather extensive financial information to drive plan creation and enter client data into planning software. Schedule and prepare materials for client meetings while leveraging financial data to identify solutions that meet client needs and goals. Monitor and update client information and plan changes on a consistent basis, engaging specialists and partners to address complex requirements. Develop a broad understanding of holistic financial planning, including income, estate, gift, and charitable tax strategies. This role supports the Global Family Office Wealth Planning Center in coordinating financial plans for ultra- and high-net-worth individuals, institutions, and corporations across 33 U.S. markets and London.
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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