In this role, you will:
- Create, update, maintain, and complete financial planning and investment deliverables including, but not limited to: estate planning documents such as trusts, health care proxies, last will and testaments power of attorney, custom created client facing presentations, investment updates and proposals.
- Support Advisory Team with GAP (Gather, Analyze, Present) deliverable creation or client meeting deliverable creation through excel, financial planning software, and portfolio management software. Compile multiple pieces of potentially incomplete information into an organized, uniform client presentation.
- Complete meeting preparation including data input into Excel, financial planning software, and portfolio management software with little to no supervision for clients supporting $2MM to $8MM of reoccurring revenue.
- Provide value add investment & wealth planning ideas for client or prospect meeting preparation.
- Complete detailed and organized meeting notes for internal client and prospect preparation meetings.
- Research and conduct due diligence on investment and wealth planning related unique client questions or situations, as necessary.
- Research and summarize value add investment and financial planning focused articles and/or presentations for the benefit of the Firm.
- Oversee internal processes including, but not limited to: adding new clients to financial planning and portfolio management software or other internal software, as necessary.
- Bachelor’s Degree in finance or related field required.
- Minimum of one (1) year of experience in financial services industry preferred.
- Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
- Progression towards the CFP® or other approved designation preferred.
Skills Required
- Bachelor’s degree in finance or a related field
- At least one year of experience in the financial services industry
- Eligibility for Investment Adviser Representative registration within three months of the start date, such as CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66
- Progress toward the CFP or another approved professional designation
What We Do
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
