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.


  • 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.


  • 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

Apply today!


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