Konvergent Wealth Partners · 1 month ago
Financial Planning Specialist
Gig Harbor, WA
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
1+ years expKonvergent Wealth Partners is a wealth management firm focused on serving ultra-high-net-worth families. The Planning Specialist will support advisors in delivering sophisticated planning and wealth strategies, translating complex financial designs into actionable plans, while maintaining high accuracy and efficiency in client preparation and support.
ConsultingFinancial ServicesProfessional ServicesWealth Management
Responsibilities
Build planning deliverables across investment, estate, tax, liquidity, and retirement planning
Prepare meeting materials, summaries, allocation proposals, and scenario analyses
Assist advisors in designing planning strategies for UHNW families and business owners
Use Addepar, Luminary, Riskalyze, Income Solver, and VRGL to create clean, precise client outputs
Maintain planning notes, action items, and follow-up workflows
Build and maintain portfolio allocation breakdowns for client reviews
Run risk assessments, tax impact analysis, and investment summaries
Support preparation of proposals and investment memos
Help map client accounts, entity structures, and ownership inside Addepar
Ensure accuracy of data feeds, custodian connections, and reporting systems
Track planning tasks and ensure follow-through using Asana
Build repeatable processes for planning, preparation, and client communication
Organize and maintain internal planning templates and best practices
Own the preparation workflow for client meetings
Build agendas, summaries, follow-up lists, and consolidated client reports
Coordinate with advisors, specialists, and external partners (CPAs, attorneys, insurance teams)
Qualification
Required
One to four years of experience in wealth management, financial planning, or investment support
Strong understanding of financial planning concepts (retirement, investment basics, tax awareness)
High proficiency in Excel, data organization, and process-driven work
Extremely detail oriented with excellent written communication
Ability to manage multiple priorities in a fast-paced UHNW environment
Comfort working hands-on with technology across planning and reporting systems
Preferred
Experience with Addepar, Luminary, Riskalyze, VRGL, or similar platforms
Experience supporting UHNW clients
SIE in progress or completed
Benefits
401k with company match
Medical, dental, vision
PTO and professional development opportunities
Company
Konvergent Wealth Partners
Konvergent Wealth Partners offers financial planning and investment advice to individuals, families, and business owners.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Edward Kelly, CFP®, CLU®, ChFC®, APMA®
Wealth Advisor at konvergent wealth partners
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