Wealth Planning Associate
On-sitePhiladelphia, Pennsylvania, United States
Job Summary
Maintain wealth planning inventories and organize items for long-term strategies while reviewing and summarizing planning documents for client presentations. Construct technically sound solutions for Private Banking clients by analyzing complex planning issues and preparing materials to illustrate estate plans. Independently manage workflow from Relationship Management teams, communicate timelines to the Wealth Planning team, and collaborate with centers of influence to build referral networks. Assist in preparing articles for publication and support business development opportunities across Private Banking. Requires 5+ years in wealth management, CFP® designation preferred, and eMoney experience.
Required Qualifications
- 5 + years of experience in the wealth management industry
- Experience with eMoney
- An understanding of estate planning techniques appropriate for high-net worth clients
- Interest and general knowledge of general financial planning concepts
- Experience preparing materials to illustrate client estate plans and financial planning analysis
- Familiarity with Excel
- Familiarity with PowerPoint
- Familiarity with Visio
- Ability to multitask
- Independently problem solve
Desired Qualifications
- Experience working with high-net worth individuals and families
- CFP® designation or desire to pursue designation
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