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.
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:
A Wealth Planner is responsible for deepening client relationships by providing comprehensive, pro-active and timely wealth planning services and advice within Glenmede’s goals-based wealth management process. The Wealth Planner works closely with Relationship Managers and Business Development Officers preparing for and participating in meetings with clients and prospective clients.
RESPONSIBILITES:
- Wealth Planning and Relationship Engagement
- 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.
- New Business Development:
- 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.
- Firm Building
- 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.
REQUIRED QUALIFICATIONS:
- Bachelor's degree
- 8+ years of experience in advising high net worth individuals, in financial services, law or accounting
PREFERRED QUALIFICATIONS:
- 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)
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.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:
Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.
https://www.glenmede.com/equal-opportunity-employer/** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid
