Wealth Planning Associate

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.