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
Comprehensive financial plans and client recommendations
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, estate planning, tax planning, client onboarding, cash transfers, data maintenance, reporting, trading, CRM management, financial planning software usage
Preferred skills
CFP® designation, Salesforce expertise, eMoney expertise
Technologies
Salesforce, eMoney
Responsibilities
Assist with onboarding new clients by customizing contracts and obtaining forms; Process account openings, deposits, wires, and trading; Analyze and input client data into financial planning software; Schedule client meetings and receive calls to resolve issues; Prepare forms and reports for client meetings; Conduct independent research and build financial plans; Develop client recommendations with assistance from the Wealth Advisor; Maintain and perform quality control on the CRM system.
Seniority
Entry-level, new graduate
