Senior Associate, Wealth Planning Specialist

Job Summary:Element Pointe, a multifamily office and wealth management firm, is seeking an experienced and highly skilled Senior Associate, Wealth Planning Specialist to join our boutique family office wealth management team. This is not a business development role. It is a role for a skilled and knowledgeable Wealth Planning Specialist who has extensive experience in building complex financial plans. The ideal candidate will have a strong background in financial planning, experience working with high net worth and ultra-high net worth clients, and a demonstrated commitment to providing outstanding client service. The Wealth Planning Specialist will work as part of a dynamic and collaborative team to provide comprehensive financial planning advice to clients. The role will require knowledge of eMoney software, and a working knowledge of Salesforce CRM software is preferred.Responsibilities:• Conduct in-depth financial planning assessments and analyses for clients, taking into account their current financial situation, goals, and risk tolerance.• Develop and implement comprehensive financial plans that include investment strategies, retirement planning, tax planning, estate planning, and risk management.• Monitor and track client progress toward their financial goals and objectives and provide ongoing advice and guidance.• Maintain a deep understanding of financial markets and investment trends, as well as trends in financial planning, estate planning, and tax.• Maintain a strong focus on delivering outstanding client service and building long-term relationships with clients.• Collaborate effectively with other members of the team, including wealth advisors, investment professional, and client service professionals, to provide comprehensive and integrated advice to clients.Qualifications:• Bachelor's degree in a related field, such as finance, economics, or accounting.• CFP certification is required.• At least 3 years of experience in financial planning, preferably in a fee-only, SEC registered investment advisor environment.• Strong knowledge of eMoney software is essential.• Working knowledge of Salesforce CRM software is preferred.• Experience working with high net worth and ultra-high net worth clients is a must.• Excellent analytical skills and the ability to think critically and creatively.• Strong communication skills, both verbal and written.• High level of attention to detail and accuracy.• Strong organizational skills and the ability to prioritize and manage multiple tasks.• Ability to work collaboratively as part of a team.

Created: 2025-01-14