Wealth Planner
Core
Provide comprehensive wealth management strategies, portfolio construction, and individualized financial plans to help clients meet their financial goals.
Role type
Wealth Planner (Financial Advisor Support)
Builds
Production financial plans and client recommendations
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, financial planning, estate planning, tax planning, client relationship management, CRM management, financial software analysis
Preferred skills
CFP designation, eMoney proficiency, Salesforce proficiency, mentoring client service associates
Technologies
eMoney, Salesforce
Responsibilities
Assist with new client onboarding and contract customization, process cash transfers, wires, and account openings, analyze and input client data into financial planning software, prepare forms and reports for client meetings, conduct independent research for prospective clients, maintain CRM system quality control
Seniority
Mid-Senior, hands-on IC