Wealth Planner | New College Graduate 2027
Core
Support a Wealth Advisor in managing client relationships and developing individualized financial plans to help clients meet their financial goals.
Role type
Entry-level Wealth Planner (New College Graduate)
Builds
Individualized financial plans, investment proposals, and client reports
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Client interaction, financial data analysis, CRM management, financial planning software proficiency, regulatory exam preparation (Series 65)
Preferred skills
CFP® pursuit or attainment, e-Money, Holistiplan, Salesforce
Technologies
Salesforce, eMoney, Holistiplan
Responsibilities
Analyze and input client data into financial planning, tax planning, and estate planning software; Prepare investment proposals for new clients; Assist in analyzing existing investments for current clients; Organize and maintain the CRM system; Assist with cash transfers, wires, data maintenance, reporting, and trading; Coordinate client onboarding with the operations team and custodians.
Seniority
Junior, entry-level IC