Wealth Planner | New College Graduate 2027
Core
A Wealth Planner provides comprehensive wealth management strategies and supports a Wealth Advisor in managing client relationships.
Role type
Wealth Planner (New College Graduate)
Builds
Individualized financial plans and recommendations for clients
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Estate planning, Tax planning, Client onboarding, Cash transfers, Data maintenance, Reporting, Trading, Account openings, Electronic checks processing, Financial planning software, CRM management, Client communication, Problem-solving, Relationship building
Preferred skills
CFP designation, e-Money proficiency, Salesforce proficiency
Technologies
eMoney, Salesforce
Responsibilities
Assist advisory team with onboarding of new clients; Responsible for cash transfers, wires, data maintenance, reporting and trading; Processing account openings, depositing electronic checks, moving money; Proactively interact with clients and assist in creating an outstanding client experience; Schedule client meetings; Receive client calls and resolve questions/issues; Analyze and input client data into financial planning software; Assist with the timely completion and submission of all client related transaction requests; Preparing 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; Assist in building comprehensive financial plans; Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney); Ongoing maintenance and quality control of CRM
Seniority
Entry-level, New College Graduate