Wealth Planning Associate

About the role

The Wealth Planning Associate at Signature Wealth supports advisors and delivers comprehensive financial planning to clients. This role is designed for individuals looking to deepen their planning expertise and develop client relationship and advisory skills within a collaborative team environment.

Responsibilities

• Assist advisors in developing comprehensive financial plans
• Research and prepare planning strategies related to tax, estate, insurance, and investment planning
• Participate in client meetings, including note-taking, planning discussions, and follow-up actions
• Support advisors in complex planning and client situations
• Create client review materials and service deliverables
• Prepare analyses and recommendations for client review meetings
• Utilize financial planning software to model scenarios and evaluate outcomes
• Support ongoing client needs through planning updates and service coordination
• Support and develop client relationships through ongoing communication, follow-up, and service coordination
• Identify opportunities to improve planning processes and advisor efficiency
• Maintain confidentiality of client financial and personal information

Qualifications

• Strong interest in financial planning and wealth management
• Excellent analytical and problem-solving skills
• Strong written and verbal communication skills
• High attention to detail and organization
• Ability to manage multiple priorities and deadlines
• Collaborative mindset with a desire to learn and grow
• Ability to handle sensitive client situations with professionalism

Preferred Qualifications

• Experience participating in client meetings
• Familiarity with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
• Experience preparing financial plans and planning recommendations
• Bachelor's degree or equivalent experience
• Minimum 3 years of experience in a wealth management or financial services role
• Series 7 and Series 66 required (may be obtained within the first six months of employment)
• CFP® designation in progress or a commitment to begin working toward the CFP® designation
• Insurance licenses required (Life, Health, Fixed and Variable Annuities) and may be obtained on the job
• Additional designations and certifications may be required

Why Signature Wealth?

At Signature Wealth, we believe success is a team effort. This role participates in the firm's growth by supporting advisors, creating meaningful financial plans, enhancing the client experience, and contributing to the long-term success of our clients and firm. Our team members benefit from mentorship, professional development, a collaborative culture, and a clearly defined career path designed to support long-term growth and advancement.