Wealth Planning Associate – Ballentine Partners(Palm Beach Gardens, FL)
Quick Brief
- Full-time
- $70,000 – $100,000 a year
- Continuing education credits
- Paid parental leave
- Visa sponsorship
- Disability insurance
- Health insurance
- Dental insurance
- Parental leave
- Vision insurance
- Life insurance
Are you passionate about helping families manage their wealth?
Ballentine Partners is a leading wealth management firm seeking a talented and curious individual to join their family office practice. In this role, you’ll support advisors in providing exceptional financial guidance to high-net-worth clients.
What you’ll do:
- Craft client reports and presentations for meetings.
- Analyze financial data to create accurate summaries.
- Contribute to client strategy by identifying planning opportunities.
- Research client issues and complete special projects.
- Stay up-to-date on financial planning topics to benefit the firm.
- Take on additional responsibilities as needed.
You’re a great fit if you:
- Are a fast learner with a proactive attitude.
- Manage multiple tasks and prioritize effectively.
- Thrive in a team environment with diverse colleagues.
- Possess strong organizational skills and meticulous attention to detail.
- Are comfortable interacting with senior clients and stakeholders.
- Demonstrate high professional standards and discretion.
- Excel at written and verbal communication.
- Build strong relationships and maintain a positive attitude.
Benefits:
- Competitive salary ($70,000–$100,000) with performance bonuses.
- Comprehensive benefits package, including health insurance, paid time off, and a retirement savings plan.
- Supportive and collaborative work culture focused on professional growth.
- Opportunity to learn valuable soft skills for client interaction.
Qualifications:
- A bachelor’s degree is required.
- 1-3 years of experience in a similar role is preferred.
Ready to join our team?
Learn more about our culture and values Here
