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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;
• Finalize the plan for the STWP in preparation for client presentation;
• Provide appropriate documenta...