Wealth Planning Associate Job at Waldron Private Wealth
Waldron Private Wealth (Waldron) is looking to fill a wealth planning position and is seeking a motivated, organized and task oriented individual. This individual will be responsible for executing Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation.
In this role you will:
- Create and complete financial planning deliverables including, but not limited to, trust summaries, flowcharts, eMoney, and Excel.
- Provide value add ideas for clients or prospects meeting preparation.
- Complete meeting preparation including data input into financial planning software with little to no supervision.
- Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
- Research and summarize value add planning focused articles and/or presentations.
- Meet deadlines with 100% completed work.
What you need:
- Bachelor’s Degree in finance or related field required.
- Minimum of one (1) year of experience in a financial services industry preferred.
About Us:
Waldron is a boutique wealth management firm that advises a select group of multigenerational families, business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barron’s, Forbes, and the Financial Times.
At Waldron we offer our employees:
Comprehensive medical benefits – currently we cover 100% of your medical premium!
Dental and Vision coverage
Life Insurance
Short and Long Term Disability
401(k) Profit Sharing
Paid Time Off
Financial Planning Advice
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Job Type: Full-time
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