Wealth Planning Associate Overview • The Wealth Planning Associate role focuses on delivering sophisticated estate, tax, and wealth planning strategies for high-net-worth individuals and families. • Collaborate with Wealth Planning Team and Investment Advisors to ensure comprehensive client support and planning workflows. • Engage in technical research, financial modeling, and drafting client deliverables to support planning processes. • Contribute to the development of educational materials and internal templates for enhanced team efficiency. • Maintain organized planning files and track legislative, regulatory, and industry developments for concise internal takeaways. • Collaborate with external providers to maintain updated directories and track conference opportunities. • Hybrid work arrangement offering flexibility and a collaborative environment. • Opportunity to work with a globally recognized advisory institution committed to client success. Wealth Planning Associate Key Responsibilities & Duties • Obtain, organize, and validate client information, planning assumptions, and documentation for wealth planning processes. • Enter and maintain data in eMoney and/or Vanilla, ensuring accuracy and completeness. • Prepare first-draft planning outputs, including cash-flow models, projections, and scenario runs for review. • Support estate tax calculations and illustrative planning scenarios using approved templates and assumptions. • Conduct research on estate planning, tax, and financial planning topics for team knowledge building. • Assist in the development of client education materials, primers, and visuals to enhance understanding. • Coordinate timely follow-ups with Investment Advisors and external providers to ensure seamless workflows. • Track and summarize industry developments, legislative changes, and conference insights for internal use. Wealth Planning Associate Job Requirements • Bachelor's degree required, preferably in finance, economics, or related fields. • 2-4 years of experience in wealth management, financial planning, or analytical finance roles. • Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla preferred. • Exceptional attention to detail and ability to analyze legal and financial documents. • Strong written and verbal communication skills with a client-service mindset. • Interest in estate planning and tax topics; pursuing CFP® or similar credential viewed favorably. • Ability to maintain organized planning files and improve team efficiency through research and development. • Commitment to ethical standards, diversity, inclusivity, and collaboration in a professional setting.