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Waldron Private Wealth - Plymouth, MI

posted 5 days ago

Full-time - Entry Level
Plymouth, MI
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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.

Responsibilities

  • 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.

Requirements

  • Bachelor's Degree in finance or related field required.
  • Minimum of one (1) year of experience in a financial services industry preferred.
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