Wealth Planning Associate
About The Position
MIO Partners Inc. (MIO) is a global investment and advisory institution managing over $20 billion in assets and providing services to approximately 2500 individual clients. The Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join their team in Atlanta, GA. This role involves partnering with Wealth Planners and Investment Advisors to support the delivery of sophisticated estate, tax, and wealth planning strategies for high net worth individuals and families. The Associate will be integral to the planning process, handling client information, preparing financial models, conducting research, drafting deliverables, and supporting team workflows.
Requirements
- Bachelor's degree required.
- 2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
- Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
- Strong written and verbal communication skills; professionalism, discretion, and a client-service mindset.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Willingness to learn eMoney and/or Vanilla.
Nice To Haves
- Familiarity with eMoney and/or Vanilla is a plus.
- Interest in estate planning and tax topics.
- Interest in pursuing CFP® or a similar credential over time is viewed favorably.
Responsibilities
- Support Wealth Planners and Senior Wealth Planners in all activities, including obtaining, organizing, and validating client information, planning assumptions, and documentation.
- Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.
- Build first-draft planning outputs, including cash-flow models, balance sheet visuals, wealth diagrams, baseline projections, and scenario runs for Senior Wealth Planner review.
- Support estate tax calculations and illustrative planning scenarios using approved assumptions and templates.
- Review and summarize existing estate planning documents, identifying decision points, missing information, follow-up questions, and potential planning considerations for Senior Wealth Planner.
- Prepare meeting materials, meeting notes, and post-meeting action trackers; coordinate timely follow-up with Investment Advisors.
- Conduct preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
- Assist with the development and maintenance of state-specific estate and tax planning overviews.
- Help compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
- Track planning-related legislative, regulatory, and industry developments and circulate concise internal takeaways.
- Maintain organized planning files, research notes, templates, and standard assumptions to improve consistency and efficiency.
- Collaborate with external providers and Advisory Team members to maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers.
- Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
