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Join William Blair, the Premier Global Boutique.
William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.
William Blair Private Wealth Management is seeking a Senior Wealth Planner I to provide support in developing and implementing sophisticated financial strategies for high-net-worth clients. You will work closely with senior team members and contribute to the delivery of exceptional client service and strategic financial planning.
Responsibilities Include But May Not Be Limited To
- Collaborate with senior wealth strategists to develop and implement comprehensive financial plans for clients.
- Prepare, review, and analyze detailed financial analyses, ensuring accuracy, compliance, and clarity. Provide actionable insights and strategic recommendations.
- Conduct in-depth analyses and modeling to evaluate various scenarios, risks, and opportunities. Develop projections and recommendations based on comprehensive data analysis.
- Generate and maintain client documentation, including financial plans, presentations, and summaries, ensuring that all materials are precise and professionally presented.
- Work closely with William Blair Wealth Advisors, clients and their outside advisors to integrate financial strategies and solutions. Ensure that all aspects of the financial plan are cohesive and aligned with clients’ goals.
- Act as a leading team member for complex client projects, including the coordination of resources and the delivery of high-quality outputs within established timelines.
- Utilize advanced financial planning software and tools to enhance the accuracy and effectiveness of financial plans and reporting. Stay updated with the latest industry developments and technologies.
- Engage with clients to present financial plans and analyses, addressing their questions and providing expert guidance on financial decisions.
- Ownership and participation in select marketing initiatives that will be distributed both internally and externally
- Act as a mentor to less experienced team members.
- Additional responsibilities as requested.
Qualifications
- Bachelor’s Degree required, CFP or CPA preferred.
- A minimum of 5 years of experience in financial planning required.
- SIE exam and Series 7, 66 will need to be completed within 120 days
- Strong project management skills and ability to manage multiple requests
- Strong knowledge of financial planning concepts, terminology, products, and applicable regulations
- Advanced ability to effectively manage multiple tasks
- Strongly client service oriented
- Strong written and verbal communication skills
- Strong analytical skills
- Ability to work well in a team environment
- Strong experience utilizing Microsoft Office products and working knowledge of standard industry wealth planning software tools (eMoney, MoneyGuide Pro, etc.)
- Strong analytical and quantitative skills with attention to detail
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$83,500—$120,000 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
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