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Wealth Planning Associate

Employer
Waldron Private Wealth
Location
Bridgeville, Pennsylvania
Salary
TBD
Closing date
Dec 10, 2021

View more

Job Role
Analyst
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

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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