Wealth Planning Associate

United States·Atlantamid

OtherAssociate

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.

Technical Tools

OtherAssociate

MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles. Our team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees. We manage more than $20 billion in assets across public and private markets. We are headquartered in New York City, with offices in Atlanta, Georgia; West Palm Beach, Florida; Germany; Hong Kong; Singapore; Spain; and the UK.

We provide objective advice on long-term wealth building and create distinctive investment products that deliver value relative to market-based benchmarks. We operate two core lines of business: (i) our advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) our investments business consists of alpha-seeking alternative investment strategies across public and private markets.

A defining characteristic of our business is our perfect alignment with our clients. Our extraordinary mandate as a boutique investment and advisory firm, grounded in a core set of principles, enables us to create unique products and services while keeping our clients’ interests front and center.

Much of our success can be attributed to our insatiable intellectual curiosity. We seek to hire individuals who are passionate about our mission and values, and who always strive toward excellence. We care about fostering a culture of continual improvement, as individuals and as an organization, and are excited to work with individuals who have a similar growth mindset. We are proud to have a culture that promotes the highest ethical standards and investor-focused values, alongside a commitment to diversity and inclusivity and a highly collaborative work environment.

MIO (and related entities) is an independent, indirect, and wholly owned subsidiary of McKinsey & Company.

Responsibilities

~1 min read

Support Wealth Planners and Senior Wealth Planners in all activities:

→Obtain, organize, and validate client information, planning assumptions, and documentation.
→Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.
→Build first-draft planning outputs, including cash-flow models, balance sheet visuals, wealth diagrams, baseline projections, and scenario runs for Senior Wealth Planner review.
→Support estate tax calculations and illustrative planning scenarios using approved assumptions and templates.
→Review and summarize existing estate planning documents, identifying decision points, missing information, follow-up questions, and potential planning considerations for Senior Wealth Planner.
→Prepare meeting materials, meeting notes, and post-meeting action trackers; coordinate timely follow-up with Investment Advisors

Bachelor's degree required.
2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
Strong written and verbal communication skills; professionalism, discretion, and a client-service mindset.
Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
Interest in estate planning and tax topics; interest in pursuing CFP® or a similar credential over time is viewed favorably.

MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

We are committed to protecting your privacy. Please review our Applicant Privacy Policy for a detailed explanation of how we collect, use, and protect your personal information.