Wealth Planner
Core
Support Wealth Advisors in managing client relationships, developing individualized financial plans, and executing transactions to help clients meet financial goals.
Role type
Mid-level Wealth Planner (IC)
Builds
Individualized financial plans, client recommendations, and transaction execution
Domain
Wealth management / Financial planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning, estate planning, tax planning, client onboarding, cash transfers, data maintenance, reporting, trading, CRM management, financial software analysis
Preferred skills
CFP designation, Salesforce, eMoney
Responsibilities
Customize contracts and obtain forms for new client onboarding; process account openings, deposits, wires, and trading; analyze and input client data into financial planning software; prepare forms and reports for client meetings; conduct independent research and build financial plans; develop client recommendations with advisor assistance; maintain CRM system quality control
Seniority
Mid-level, hands-on IC