Wealth Planner
: Job Details :

You are an experienced and prudent wealth planner with tremendous empathy. You can have

conversations with clients about what truly matters in their lives, and you know how to line up,

protect, and grow their assets to provide for rainy days and bright futures. Data-based and tech

savvy, you have the know-how to make wealth planning crystal clear for clients on paper, plus you

have skills to connect with clients in person and help them deeply understand how to add value to

their financial lives. Furthermore, your knowledge base and wealth planning acumen are so sharp. that you are in high demand; all of your colleagues want you to work with their clients!

SUMMARY

The Wealth Planning Team at The Haverford Trust Company is responsible for tailoring customized financial and estate plans to a client's unique financial situation and goals. The Wealth Planner

reports to and partners closely with the VP, Director of Wealth Planning. The primary responsibilities of the Wealth Planner are to manage and serve our existing clients' wealth

planning needs and to nurture new relationships. This position requires frequent client interaction as well as close collaboration with internal contacts at all levels of the organization

Successful candidates will demonstrate a passion for helping others turn life's aspirations into financial realities and will possess a service and detail-oriented mindset. They will enjoy building client relationships, shaping unique solutions, and proactively and productively working with the Portfolio Management Team, Client Service Team and others at the firm. Candidates will be responsible not only for providing sound, comprehensive wealth strategy but also for helping clients make sense of their financial lives in actionable ways.

ABOUT HAVERFORD TRUST

The Haverford Trust Company was founded in 1979, and our commitment to quality remains

the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by

the expertise and integrity of our people, not to mention the reputation and track record of

our company. As of September 30, 2024, we had $15 billion in assets under management or consultation.

Haverford Trust has experienced significant growth in recent years, and our commitment to a strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, informal breakfasts with the President and CEO, and an annual charity run, Haverford has a powerful and unique culture. In 2024, 14 new team members joined The Haverford Trust Company, and we plan to grow again in 2025. Meet our team, and you quickly see that every person exhibits Haverford's core values of quality, integrity, respect, discipline, optimism, and community. Unquestionably, our team is our greatest asset, which is reflected in a 97.8 % employee retention rate through 2024.

We invite you to learn more about our approach, our beliefs, and our commitment to

Quality Investing at www.HaverfordQuality.com and our LinkedIn page.

REQUIREMENTS

• Normal business hours are Monday thru Friday 8:30AM – 5:30PM EST.

• Hybrid work schedule with set days to work from home and in the office in Radnor, PA.

• Beginning in December 2024, we are having employees spend their Wednesdays in the office with their colleagues to further support client activity and fellow employee growth.

• Periodically, local travel and the need to work additional hours are needed to meet work expectations: we endeavor to provide as much notice as possible in these instances.

POSITION RESPONSIBILITIES

Primary responsibilities include, but are not limited to the following:

• Work with Portfolio Managers to identify client relationships for which wealth planning services may add value for the client and the firm, potentially expanding and retaining those relationships.

• In collaboration with Portfolio Managers, assist high net worth individuals and

families in identifying financial, estate, and legacy planning goals.

• Use eMoney financial planning software to build, analyze, and deliver comprehensive

personalized plans to clients.

• Prepare for client meetings by collecting, organizing, and synthesizing client data within a

wealth planning context, using the eMoney software and other applicable tools.

• Foster trusted, long-term relationships to help families proactively navigate life stages, including wealth transfer.

• Maintain contact with clients to revise existing plans based on changes in clients'

objectives and needs.

• Work directly with clients via videoconference, phone, in-person, and email.

Secondary responsibilities include, but are not limited to, the following:

• Educate and inform Portfolio Managers and Investment Officers on client planning opportunities.

• Maintain wealth planning client pipeline, client files, and CRM system.

• Research current trends, legislative changes, and technology within the scope of wealth planning.

• In collaboration with Marketing Team and VP, Director of Wealth Planning, develop

external and internal client communications on planning trends, legislative

changes, etc.

• Attend industry conferences and networking events with a focus on businessdevelopment.

QUALIFICATIONS

Education / Experience

• BA or BS degree in Finance or related field.

• Minimum 5+ years' experience in financial and estate planning.

• 7+ years' experience in the financial services industry.

• Understanding of and experience in retirement income planning, asset allocation

analysis, risk management strategies, executive compensation analysis, wealth transfer and

gifting strategies.

• Certified Financial Planner (CFP®) preferred.

• FINRA Series 7 & 63 registrations preferred.

• Advanced degrees or designations such as MBA, JD, CLU®, CPA or ChFC preferred.

• Experience with e Money preferred

Skills / Abilities

Teamwork

• Collaborate effectively within own highly interactive team to achieve goals.
• Crosstrain to support team members; serve as a reliable back-up.
• Work productively in cross-functional endeavors to execute tasks.
• Effectively, graciously, provide and receive constructive feedback to/from other team
• members.

Communication

• Exceptional verbal skills and client relationship skills with an emphasis on five- star,value-added service.
• Excellent written communication skills, including precise editing. Strong, persuasive presentation and public speaking skills.

Work Management and Product

• Dedication to quality and excellence.
• Ability to build trusting, long-term relationships with business partners.
• Finesse to identify/define needs while managing stakeholder expectations.
• Strong analytical and problem-solving skills; creative and innovative solutions.
• Excellent organizational skills; capacity to effectively handle difficult requests.
• Superior attention to detail, including accuracy in compiling data and materials.
• Excellent time management skills; proven ability to act promptly and meet deadlines.

Technical

• Proficiency with Microsoft Office Suite or related software.
• Ability to quickly learn new technologies, such as Orion, and master multiple financial planning platforms and marketing software programs.

Work Values

• Model the firm's values of Quality, Integrity, Respect, Discipline, Optimism and Community.
• Always demonstrate ethical decision-making; escalate issues appropriately, consider reliability and credibility of facts, consider future consequences of decisions for the firm, and remain willing to make, support, and be held accountable for decisions.

The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company's changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate at Haverford's sole discretion.

All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act.

The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law.

This position may be subject to Haverford's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.