Wealth Planning Associate

Position & Primary Responsibilities
MIO’s Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join us in New York City, New York. In this role, you will partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of sophisticated estate,tax, and wealth planning strategies for high net worth individuals and families.

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models, conducting technical research, drafting client deliverables, developing educational materials, and supporting the team's planning wokflows.

Team and Client Support

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

Knowledge Building and Research
Build planning knowledge and improve team efficiency by:

• Conducting preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
• Assisting with development and maintenance of state-specific estate and tax planning overviews.
• Helping compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
• Tracking planning-related legislative, regulatory, and industry developments and circulating concise internal takeaways.
• Maintaining organized planning files, research notes, templates, and standard assumptions to improve consistency and efficiency.
  
  

Third-Party Service Providers (e.g., lawyers, accountants, etc.)
Collaborate with external providers and Advisory Team members to:

• Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.
• Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.

Desired Background

• 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.