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Requisition ID: 240554
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job:
The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in market.
Major Accountabilities:
1. Prepare financial plans for Senior Total Wealth Planners (STWP) in local market for HNW clients with $2+ million in investable assets
Input client data gathered by the STWP during the discovery meeting, ensure the plan is completed 5 days before a client meeting for all stakeholders to review;
Work collaboratively with the STWP to create a preliminary financial plan that addresses the clients immediate and future goals and objectives that will be shared with the Team of Specialists (ToS) for their review and input;