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Job description
Job DescriptionJob DescriptionWaldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron’s financial planning process which encompasses analysis, client, and prospect deliverables, technical investment & planning topics, and value-added idea .
nIn this role, you will: n
nCreate, update, maintain, and complete financial planning and investment deliverables including, but not limited to: estate planning documents such as trusts, health care proxies, last will and testaments power of attorney, custom created client facing presentations, investment updates and proposals.
nSupport Advisory Team with GAP (Gather, Analyze, Present) deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation.
nComplete meeting preparation including data input into Excel, financial planning software, and portfolio management software with little to no supervision for clients supporting $2MM to $8MM of reoccurring revenue.
nProvide value add investment & wealth planning ideas for client or prospect meeting preparation.
nComplete detailed and organized meeting notes for internal client and prospect preparation meetings.
nResearch and conduct due diligence on investment and wealth planning related unique client questions or situations, as necessary.
nResearch and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm.
nOversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software, as necessary.
n nEducation and Experience Requirements: n
nBachelor’s Degree in finance or related field required.
nMinimum of one (1) year of experience in financial services industry .
nInvestment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
nProgression towards the CFP® or other approved designation .
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Worksite address
plymouth, MA, 02360, US
Who can apply
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