Wealth Planner

Legacy Advisors • Philadelphia, PA

1d • Hybrid

About The Position

Position Summary: The Wealth Planner, as part of the Wealth Planning team, will collaborate with internal partners and client teams to deliver holistic wealth planning strategies and advice. This role involves preparing analyses for client meetings and addressing all aspects of a client’s financial plan, including cash flow and balance sheet reporting, in-depth review of business and financial documents, asset transfer strategies, trust design, and income and estate tax projections. Working alongside Legacy’s in-house legal expert, the Wealth Planner will review clients’ existing business, estate and trust documents, and coordinate with internal and external advisors to design and implement customized, multi-generational planning strategies. This position offers an exceptional opportunity to gain experience in sophisticated wealth planning for a diverse client base.

Requirements

• Bachelor’s degree in Finance or Accounting.
• 3-5 years of experience in financial planning.
• A high degree of organization, accuracy and attention to detail.
• Excellent interpersonal skills and an ability to work in a collaborative environment.
• Strong written and verbal communication skills.
• Self-starter, ability to take initiative.
• Ability to work successfully in an entrepreneurial environment.
• Ability to work with interactive software to support daily functions.
• Commitment to Legacy’s Core Values of… Client First Work Hard Excellence Positive Attitude Respect Always Do the Right Thing

Nice To Haves

• CFP or CPA preferred.

Responsibilities

• Understand internal case design process and determine the best implementation practice for each client objective.
• Provide technical guidance and add value on matters related to individual, business, and fiduciary accounting.
• Employ income tax expertise to incorporate investment portfolio planning with holistic wealth planning.
• Enhance and generate client deliverables, such as estate flow charts, document provision outlines, and other analyses or illustrations related to wealth planning techniques.
• Analyze client documents including trusts, wills, powers of attorney, business organizational and governance documents, and tax returns.
• Closely collaborate with clients’ outside accountants, attorneys and other trusted advisors.
• Possess an in-depth knowledge of processes occurring in the field and proactively recommend potential changes to policy and/or processes as may affect holistic planning matters.
• Provide subject matter expertise and mentoring to Legacy team on individual, business, and fiduciary accounting matters.

Benefits

• Medical, Dental, and Vision Insurance
• Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
• Voluntary Life and AD&D Insurance options available
• Flexible Spending Accounts (FSA) and Dependent Care Accounts
• 401(k) Plan
• Paid Time Off (PTO)
• A culture of professional growth, stability, and long-term success

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level