Wealth Planning Associate

Job description

MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles. Our team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees. We manage more than $20 billion in assets across public and private markets. We are headquartered in New York City, with offices in Atlanta, Georgia; West Palm Beach, Florida; Germany; Hong Kong; Singapore; Spain; and the UK. We provide objective advice on long-term wealth building and create distinctive investment products that deliver value relative to market-based benchmarks. We operate two core lines of business: (i) our advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) our investments business consists of alpha-seeking alternative investment strategies across public and private markets. A defining characteristic of our business is our perfect alignment with our clients. Our extraordinary mandate as a boutique investment and advisory firm, grounded in a core set of principles, enables us to create unique products and services while keeping our clients’ interests front and center. Much of our success can be attributed to our insatiable intellectual curiosity. We seek to hire individuals who are passionate about our mission and values, and who always strive toward excellence. We care about fostering a culture of continual improvement, as individuals and as an organization, and are excited to work with individuals who have a similar growth mindset. We are proud to have a culture that promotes the highest ethical standards and investor-focused values, alongside a commitment to diversity and inclusivity and a highly collaborative work environment. MIO (and related entities) is an independent, indirect, and wholly owned subsidiary of McKinsey & Company. **Position & Primary Responsibilities** MIO’s Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join our team in Atlanta,GA. 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. *MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.* *We are committed to protecting your privacy. Please review our [Applicant Privacy Policy](https://miopartners.com/legal/Applicant+Privacy+Policy) for a detailed explanation of how we collect, use, and protect your personal information.*