Overview

The Senior Wealth Planning Associate will work with Wealth Advisors on serving existing and new client relationships in the areas of investment advisory, financial and estate planning, and tax preparation and planning. They will assist in strengthening client relationships through preparation of various deliverables as well as help in developing and managing processes.

Key Responsibilities

• Prepare for and attend client meetings.
• Prepare comprehensive financial plans to include balance sheets and financial projections.
• Prepare estate flow charts.
• Prepare individual, trust, gift, partnership, and foundation income tax returns.
• Prepare and review tax projections, estimated payments and other necessary tax planning.
• Complete complex tax research to ensure compliance with federal and state laws.
• Research and respond to tax notices.
• Review and approve client bill pay, bookkeeping and payroll where applicable.
• Assist with account maintenance, asset allocations and quarterly reports.
• Communicate with clients on behalf of Wealth Advisors.
• Assist with managing and recruiting interns.

Qualifications

• 3+ years of experience.
• Bachelor's Degree.
• CPA, CFA or CFP designation or working towards completion of designation.
• Strong work ethic, strong organization skills and strong interpersonal skills.
• Proficiency with Microsoft Office programs (Excel, PowerPoint, Word).
• Intellectually curious, organized, excellent analytical skills, and time management skills.
• Effective communication skills, both verbal and written.
• Self-motivated, enthusiastic, with a desire to work collaboratively.

Benefits

• Salary and bonus potential will be based on experience.
• Competitive benefits to include but not limited to: health and dental insurance, life and disability insurance, 401k and Paid Time Off (PTO).
• Full financial support for professional accreditation, continuing education requirements and other professional and leadership development skills.

Our Values

Integrity: Doing the right things even when no one else is looking. We conduct business with the highest standards of professional behavior and ethics. We are transparent, honest, and ethical in everything we do.

Passion: We are passionate about what they do. We demonstrate unquestioned commitment to integrity in their personal and professional activities and respect the confidential nature of our business. We have an ardent desire to help clients achieve their personal goals.

Collaboration: Teamwork is central to everything they do. They express opinions positively and constructively, focusing on solutions rather than on problems. They exhibit good listening skills and respect the opinions of others. They demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. They share the burden with team members during heavy work periods.

Intellectual Curiosity: We are naturally curious and have a fervent desire for continuous learning. We are not afraid to ask questions, and respectfully challenge answers.