Wealth Planner
Core
Develop individualized financial plans and recommendations to help clients meet their financial goals, supporting Wealth Advisors in managing client relationships.
Role type
Wealth Planner (Financial Planning)
Builds
Comprehensive financial plans, investment recommendations, and client reports
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, estate planning, tax planning/preparation, client relationship management, financial software analysis, CRM maintenance, contract customization, cash transfer processing, wire processing, data maintenance, reporting, trading, independent research, form preparation, quality control
Preferred skills
CFP® designation, e-Money proficiency, Salesforce proficiency, mentoring client service associates
Technologies
eMoney, Salesforce
Responsibilities
Onboard new clients by customizing contracts and coordinating with custodians; Process account openings, deposits, wires, and trading tasks; Analyze and input client data into financial planning software; Prepare forms and reports for client meetings; Conduct independent research and build financial plans for prospective clients; Develop client recommendations with assistance from the Wealth Advisor; Maintain and quality control the CRM system.
Seniority
Mid-level, hands-on IC