or apply directly on MIO Partners's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 20 days MIO Partners's roles stay open a median of 27 days
- Reposted
- No
- Salary listed
- No 0% of MIO Partners's roles list one
- Ghost-job risk at MIO Partners
- moderate 3 stale, 0 reposted of 9 open
- Hiring momentum
- 10 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from MIO Partners's own greenhouse board since 2026-08-03. Full hiring picture for MIO Partners.
About this role
The Wealth Planning Associate will support the Wealth Planning Team and Investment Advisors in delivering estate, tax, and wealth planning strategies for high net worth clients. Responsibilities include gathering and analyzing client information, preparing financial models, conducting research, drafting client deliverables, and maintaining organized planning files. The role emphasizes collaboration with both internal teams and external service providers to enhance planning efficiency and client service.
- benefits
- 1/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of MIO Partners as an employer.
What you need
- 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
- Strong written and verbal communication skills
- Proficiency in Microsoft Office, especially Excel and PowerPoint
- Interest in estate planning and tax topics
Nice to have
- Familiarity with eMoney and/or Vanilla
- Interest in pursuing CFP® or a similar credential
Worth weighing
- No salary listed
- Role involves significant collaboration with external providers
- Position requires strong attention to detail and analytical skills
Summarised from MIO Partners's posting. Read the full original.
Listed by MIO Partners on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.