Wealth Planning Associate (18 month contract)
Core
Support Wealth Advisors in delivering comprehensive wealth management solutions, including financial planning, investment analysis, and insurance needs assessment.
Role type
Associate Wealth Planning Specialist
Builds
Personalized client service experiences and strategic wealth management plans
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, Investment analysis, Insurance needs analysis, Client relationship management, Data analysis, Meeting coordination
Preferred skills
CFP, QAFP, CIM, CFA Level 1, LLQP
Technologies
Financial planning software, Portfolio management tools
Responsibilities
Support Wealth Advisors with first-class financial planning services, Manage day-to-day client requests and meeting schedules, Prepare investment portfolio reviews and asset allocation analysis, Perform insurance needs analysis, Collaborate with internal teams to execute client solutions
Seniority
Mid-level, hands-on IC