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
As a Wealth Planning Associate at MIO Partners Inc., you will support the Wealth Planning Team and Investment Advisors in delivering estate, tax, and wealth planning strategies for high net worth clients. Your responsibilities will include gathering and analyzing client information, preparing financial models, conducting research, drafting client deliverables, and maintaining organized planning files. You will also collaborate with external service providers and assist in developing educational materials for clients.
- benefits
- 4/5
- freshness
- 4/5
- career value
- 3/5
- 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
- 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
What you get
- Comprehensive benefits package including medical, dental and vision coverage
- Telemedicine services
- Life, accident and disability insurance
- Parental leave and family planning benefits
- Caregiving resources
- Generous retirement program
Worth weighing
- Base salary listed as $110,000, which may vary based on factors
- Role involves significant collaboration with external providers
- No specific mention of career advancement opportunities
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.
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