What are the responsibilities and job description for the Wealth Planning Associate position at WALDRON PRIVATE WEALTH?
Waldron Private Wealth (Waldron) is looking to fill a Wealth Planning Associate 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.
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