Wealth Planning Associate

Bridgeville, PA - USA

Monthly Salary: Not Disclosed

Posted on: 01-11-2025

Vacancies: 1 Vacancy

Job Summary

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Associate to execute Waldrons financial planning process which encompasses analysis client deliverables technical planning topics and value-added idea generation.

In this role you will:

Create update maintain and complete financial planning deliverables including but not limited to: estate planningdocuments such as trusts health care proxies last will and testaments power of attorney and custom created clientfacing presentations.
Support Analysts and Sr. Analysts with GAP deliverable creation or client meeting deliverable creation through excelor eMoney. Compile multiple pieces of potentially incomplete information into an organized uniform clientpresentation.
Provide value add wealth planning ideas for client or prospect meeting preparation.
Complete meeting preparation including data input into Excel and financial planning software with little to nosupervision.
Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
Research and summarize value add planning focused articles and/or presentations for the benefit of the Firm andadvisory staff.
Meet deadlines with 100% completed work.
Take on a mentoring and training role with interns new hires and cross department hires.
Oversee internal processes including but not limited to: adding new clients to financial planning software or otherinternal software as necessary.
Research and conduct due diligence on wealth planning related unique client questions or situations as necessary.
Eligible to receive sourcing revenue if generated no requirement to meet a specified annual goal.

Requirements:

1. Bachelors Degree in finance or related field required.
2. Minimum of one (1) year of experience in financial services industry preferred.
3. Investment Adviser Representative registration eligibility required within 3 months of start date
(e.g. CFP ChFC PFS CFA CIC Series 65 or Series 66).

Summary:

Waldron is a boutique wealth management firm that advises a select group of multigenerational families business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barrons Forbes and the Financial Times.

At Waldron we offer our employees:

Comprehensive medical benefits
Dental and Vision coverage
Life Insurance
Short and Long Term Disability
401(k) Profit Sharing

Required Experience:

Junior IC

Create update maintain and complete financial planning deliverables including but not limited to: estate planningdocuments such as trusts health care proxies last will and testaments power of attorney and custom created clientfacing presentations.
Support Analysts and Sr. Analysts with GAP deliverable creation or client meeting deliverable creation through excelor eMoney. Compile multiple pieces of potentially incomplete information into an organized uniform clientpresentation.
Provide value add wealth planning ideas for client or prospect meeting preparation.
Complete meeting preparation including data input into Excel and financial planning software with little to nosupervision.
Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
Research and summarize value add planning focused articles and/or presentations for the benefit of the Firm andadvisory staff.
Meet deadlines with 100% completed work.
Take on a mentoring and training role with interns new hires and cross department hires.
Oversee internal processes including but not limited to: adding new clients to financial planning software or otherinternal software as necessary.
Research and conduct due diligence on wealth planning related unique client questions or situations as necessary.
Eligible to receive sourcing revenue if generated no requirement to meet a specified annual goal.

Requirements:

1. Bachelors Degree in finance or related field required.
2. Minimum of one (1) year of experience in financial services industry preferred.
3. Investment Adviser Representative registration eligibility required within 3 months of start date
(e.g. CFP ChFC PFS CFA CIC Series 65 or Series 66).

Summary:

At Waldron we offer our employees: