Wealth Planning Associate

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation, and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise, and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

Private Wealth

Empowering the confident pursuit of purpose, passions, and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

Overview

The primary function of the Wealth Planning Associate is to support the Wealth Planning team’s mission to consistently deliver high-value, proactive planning advice. The associate will work on client projects and assist client relationship teams across the firm’s entire footprint. This role is intended for a high performing individual who is looking for an entry point into wealth management and/or comprehensive wealth planning. This individual will gain a broad understanding of Glenmede’s wealth management and advisory business and gain exposure to firm initiatives and projects while assisting in the operations of the Wealth Planning Group.

Responsibilities

WealthView Oversight. Oversee daily internal administration of WealthView Software, including but not limited to: WealthView client setup, data quality control, and client account connections. Respond to client and employee inquiries involving Glenmede’s WealthView. Complete WealthView access requests across the firm and manage technology-related projects and inquiries for the Wealth Planning group.

Complex Analysis, Advanced Administration and Project Initiatives. Assist the Wealth Planning team in daily operations and administration for the Wealth Planning Group. Lead Wealth Planning related initiatives and administration on Gforce. Prepare meeting client deliverables in collaboration with team members, including estate planning summaries, detailed net worth statements, financial planning models, and customized advice based on a client’s personal wealth objectives. Foster team environment by reaching out to Glenmede colleagues outside the Wealth Planning group. Opportunities to serve on firm committees.

Firm Building. Engage in department-specific and firm-wide initiatives to expand capabilities, improve user experience, and develop more efficient processes. Perform other duties as required by position.

Required Qualifications

• Bachelor's degree in finance, accounting, or related field required by your start date.
• No more than 3 years of experience in advising high net worth individuals, in financial services or accounting environment required.

Preferred Qualifications

• Advanced degree such as JD, MST, or MBA a plus but not required
• Internship in financial planning, wealth management, or financial services preferred.
• Commitment to pursuing an advanced degree or certification such as CFP, CPA, or MST.
• Ability to work well in a team environment and multitask.
• Ability to communicate effectively with a team and with clients.
• Ability to communicate both orally to large groups and in formal written presentations.
• Detail-oriented, particularly with financial calculations.
• Command of Microsoft Office and the ability to embrace financial planning-oriented and other IT applications (i.e. eMoney Advisor, Salesforce).

Our Benefits Overview

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind...