Wealth Planning Associate

Position & Primary Responsibilities

MIO’s Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join us in New York City, New York.

In this role, you will partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of sophisticated estate, tax, and wealth planning strategies for high net worth individuals and families.

• Partner with Wealth Planners and Senior Wealth Planners in all activities.
• Obtain, organize, and validate 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.

Team and Client Support

• Support Wealth Planners and Senior Wealth Planners in all activities.
• Obtain, organize, and validate 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.

Knowledge Building and Research

• Conduct preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
• 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.

Third-Party Service Providers

• 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 by region, specialty, and notes.
• Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.

Desired Background

• 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; familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
• Interest in estate planning and tax topics; interest in pursuing CFP® or a similar credential over time is viewed favorably.

Pay

Certain US states require MIO Partners, Inc. to include a reasonable estimate of the salary range for this role. Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to an individual’s assigned office location, experience, and expertise.

Base salary range $110,000—$110,000 USD

Benefits

• Comprehensive benefits package, including medical, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement program, financial guidance, and paid time off.

Equal Opportunity Employer

MIO Partners, Inc. is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. We are committed to protecting your privacy. Please review our Applicant Privacy Policy for a detailed explanation of how we collect, use, and protect your personal information.