Wealth Planning Associate / Lead Wealth Planner

• Participate in client meetings alongside Lead Advisors, collecting and analyzing client data
• Assist in creating and presenting financial plans using a structured planning process
• Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management
• Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports
• Develop and deepen client relationships through regular communication and proactive service
• Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans
• Prepare client and prospect presentations, correspondence, and meeting materials
• Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates
• Maintain and expand client, advisor, and prospect databases
• Support technology integration and document management initiatives to streamline planning processes

• 6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields
• Must hold a CFP® or CFA
• Strong communication, relationship-building, and client management skills

Competitive salary, bonus structure, and benefits package