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Wealth Planning Associate

Waldron Private Wealth
Bridgeville, Pennsylvania
Closing date
Dec 10, 2021

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Job Role
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
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Waldron Private Wealth (Waldron) is looking to fill a wealth planning position and is seeking a motivated, organized and task oriented individual. This individual will be responsible for executing Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation.  

In this role you will:

  • Create and complete financial planning deliverables including, but not limited to, trust summaries, flowcharts, eMoney, and Excel.
  • Provide value add ideas for clients or prospects meeting preparation.
  • Complete meeting preparation including data input into financial planning software with little to no supervision.
  • Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
  • Research and summarize value add planning focused articles and/or presentations.
  • Meet deadlines with 100% completed work.

What you need:

  • Bachelor’s Degree in finance or related field required. 
  • Minimum of one (1) year of experience in a financial services industry preferred.

About Us:

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 Barron’s, Forbes, and the Financial Times.

At Waldron we offer our employees:

Comprehensive medical benefits – currently we cover 100% of your medical premium!
Dental and Vision coverage
Life Insurance
Short and Long Term Disability
401(k) Profit Sharing
Paid Time Off
Financial Planning Advice

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