Wealth Planning Analyst
On-sitePhiladelphia, Pennsylvania, United States
Philadelphia, Pennsylvania, United StatesOn-siteFull TimeLarge
Full TimeLarge
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 consistently to support the creation and implementation of financial strategies. Develop broad knowledge in estate and gift taxes, philanthropy, income tax planning, and investment management. Requires a Bachelor's degree, CFP® preferred, and 1-2 years of experience.
Required Qualifications
- Bachelor's degree
- Minimum of 1-2 years of experience
- 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 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
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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