Wealth Planning Analyst
Core
Develop valued relationships with advisors by providing financial, tax, and retirement planning solutions in a non-commission environment to enhance high net worth clients' financial well-being.
Role type
Wealth Planning Analyst
Builds
Comprehensive Wealth Plans, Financial Plans, Financial Assessments, and other deliverables for Assante Private clients and others
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning, Tax planning, Retirement planning, Financial analysis, Life insurance analysis, Financial planning software proficiency, Microsoft Office suite
Preferred skills
None stated
Technologies
Naviplan, Snap Projections, Conquest
Responsibilities
Review client information to prepare comprehensive wealth plans and financial assessments; Coordinate with Regional Wealth Planners and Financial Advisors for additional information; Prepare base case, sensitivity, and life insurance analyses using specialized software; Draft wealth plans based on analysis results; Conduct research on financial and insurance matters; Ensure software applications apply financial planning concepts consistently; Participate in in-house seminars and training; Undertake ongoing professional development.
Seniority
Junior to Mid-level, hands-on IC
