Wealth Planner

📋 Description

• Support Wealth Planning Team with data entry and prep of financial plans
• Organize client data and prepare initial proposals and plan summaries
• Collaborate with Advisors, Tax, Estate, Insurance and Investment teams
• Maintain accurate client records in Salesforce or similar CRM
• Assist in producing comprehensive, personalized financial planning deliverables
• Ensure timely, high-quality planning documents

🎯 Requirements

• Bachelor’s degree in finance/economics or related field, or equivalent
• 2–3 years in financial services with planning support experience
• Familiarity with financial planning software (eMoney, MoneyGuidePro) is highly preferred
• Strong organizational skills and attention to detail
• Excellent verbal and written communication; collaborative teamwork
• Ability to manage multiple projects in a fast-paced environment

🎁 Benefits

• Competitive base pay and extensive benefits package
• Medical, dental, vision insurance; HSA and FSAs
• Flexible working arrangements; 401K with company contributions
• Paid time off, holidays, equity program eligibility
• Future growth opportunities within the company