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
Junior Wealth Planner (New College Graduate)
Builds
Individualized financial plans, investment proposals, and client reports for personal wealth management clients.
Domain
Financial Services / Wealth Management
Required skills
Financial planning, tax planning, estate planning, client relationship management, data analysis, CRM management, financial software proficiency
Preferred skills
CFP® designation, Series 65 license, experience with eMoney, Salesforce, Holistiplan
Technologies
Salesforce, eMoney, Holistiplan
Responsibilities
Interact with clients to create an outstanding client experience; Analyze and input client data into financial planning, tax planning and estate planning software; Help prepare investment proposals for new clients; Help analyze existing investments for current clients; Prepare forms and reports for client meetings; Develop client recommendations with assistance from the Wealth Advisor; Organize and maintain the CRM system and utilize financial planning software; Assist in scheduling client meetings and resolve questions/issues; Maintain client portals and assist operations team with onboarding of new clients; Assist with cash transfers, wires, data maintenance, reporting and trading.
Seniority
Entry-level, New Graduate