Wealth Planning Associate
The Haverford Trust CompanyHighlight
Summary
About the Role
About You
- BA or BS in Finance, Financial Planning, Business or similar.
- 0-5 years’ experience in wealth planning or wealth management.
- CFP Certification or willingness to pursue.
- Knowledge of eMoney and/or other financial planning software.
Benefits
- Strong company culture with regular team events and meetings.
- Opportunity for professional growth and development.
The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding more than four decades ago, one thing has remained unchanged…our commitment to quality. The Haverford Quality Investing® philosophy is committed to maximizing returns while minimizing risk throughout the entire market cycle. Our philosophy is supported by the integrity and expertise of our people, not to mention the reputation and track record of our company. Our unwavering commitment to quality is the foundation of our company. In fact, we believe our dedication to quality, in all aspects of our relationships with clients and in everything we do, has singularly driven Haverford’s success. We invite you to learn more about our approach, our beliefs, and our commitment to Quality Investing at www.HaverfordQuality.com. For the full terms and conditions of use of this page and for all Haverford Trust social media, visit https://haverfordquality.com/social-media-terms-conditions/