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Glenmede · 3 weeks ago

Wealth Planner

Philadelphia, PA

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Glenmede is a trusted partner for private wealth and investment management clients, focusing on empowering financial futures. The Wealth Planner is responsible for deepening client relationships through comprehensive wealth planning services and collaborating closely with Relationship Managers to address client needs.

ConsultingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Deepen designated client relationships by teaming with Relationship Managers to proactively identify and address client planning issues

Draw upon your skills and experience, and those of your colleagues and outside advisors, to provide integrated, appropriate and thoughtfully innovative wealth management advice and solutions in the areas of estate and trust planning and comprehensive wealth planning

Prepare meeting presentation materials in collaboration with team members, including estate planning summaries, detailed net worth statements, financial planning models and customized advice based upon a Client’s Wealth Objectives

Support achievement of business growth goals by participating in new business development and presentations to prospective clients, generating referrals through your professional network, and partnering with colleagues to expand current client relationships to support firm growth

Contribute to the development of Wealth Planning services, deliverables and best practices for Glenmede clients and prospects across our national footprint

Advance a collegial culture by collaborating with Glenmede colleagues both inside and outside the Wealth Strategy and Planning group

Serve on firm committees and contribute to the functioning of the Wealth Strategy and Planning group and the firm overall

Perform other duties as required by the position

Qualification

Wealth planningClient relationship managementFinancial services experienceJDMSTCPACFPMicrosoft OfficeDetail-orientedEffective communicationTeam collaboration

Required

Bachelor's degree

8+ years of experience in advising high net worth individuals, in financial services, law or accounting

Preferred

JD or MST preferred

Professional designations such as CPA and/or CFP preferred

Ability to communicate very effectively with clients and professional advisors

Detail-oriented, particularly with financial calculations

Command of Microsoft Office and ability to adapt to investment and financial planning-oriented IT applications (i.e. Global Plus, Salesforce, InvestEdge, eMoney Advisor)