Wealth Planning Associate

Job Description

Job Description

Associate/SR Associate Wealth Planning

Great opportunity for a driven entrepreneurial minded professional to join an established, nationally recognized fee based private wealth management firm with essentially unlimited earning potential and no sales/cold calling. Our client has successfully combined tax planning and wealth management strategy services, developing relationships as a trusted adviser to high net worth clients for decades. They are seeking a CFP, CFA or CPA with a Series 65 and at least 2 years of personal financial planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

• Develop relationships with clients acting as their trusted adviser on all wealth management, estate and tax planning issues.
• Interview clients to develop a deep understanding of their overall financial makeup and goals in order to develop a comprehensive tax and wealth management strategy.
• Partner with the wealth management leadership to develop wealth management strategies
• Assist in the development and presentation to clients of wealth management strategies and portfolio allocation
• Network and develop relationships to promote firm awareness and drive practice growth.

What you can expect:

• The satisfaction of developing long lasting client relationships and enabling clients to achieve their financial goals
• A cohesive, supportive team culture along with extensive in-house and external training and education
• Tremendous career/professional growth potential, essentially unlimited earning potential
• An exciting, fast paced entrepreneurial environment

What's required:

A CFP, CFA or CPA with 2+ years of related personal financial planning experience. Prior estate and trust experience is helpful but not required.

Strong presentation and communication skills

Series 65 or willingness to obtain

Strong Microsoft Office/Excel, Power Point required, Emoney and Morningstar Office preferred

A desire to develop new relationships and help grow the firm