Wealth Planning Associate

In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels.

  • Designing and preparing client financial reports and exhibits for client meetings

  • Collecting, compiling, and analyzing raw data from multiple sources to produce accurate financial summaries

  • Contributing to strategic thinking on client team by identifying and elevating strategic planning issues and opportunities

  • Identifying and researching client issues under supervision of team leader

  • Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.)

  • Researching financial planning topics to enhance firm’s knowledge management resources


The successful candidate will have strong math, computer, and analytical skills. S/he will be highly organized, attentive to details, and able to handle multiple projects simultaneously. S/he also will be able to work independently and on teams, and will demonstrate initiative in becoming familiar with client needs and advancing his/her technical financial planning knowledge and skills.

A bachelor’s degree in accounting, finance, mathematics or related field is strongly preferred.

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