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Waldron Private Wealth
Wealth Planner
Career Insights for Personal Financial Advisor (General)
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Based on Michigan data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$96,499 / year median in Michigan
+3% projected growth
Job Description
Wealth Planner Waldron Private Wealth - 5.0 Plymouth, MI Job Details Full-time 2 hours ago Qualifications Research Bachelor's degree Full Job Description Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment & planning topics, and value-added idea generation. 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.