The Haverford Trust Company, a recognized wealth management firm located in the Philadelphia region, has an exciting opportunity for an experienced financial planner to join our Portfolio Management team. This individual must demonstrate an exceptional capability in retirement income planning, asset allocation analysis, executive compensation analysis, wealth transfer and gifting strategies. This position requires frequent client interaction and collaboration with internal contacts at all levels of the organization. This position reports to the Vice President & Director of Client Service.
Responsibilities include working with Portfolio Managers to identify client relationships in which planning services may add value in the expansion and retention of those relationships. Collaborating with Portfolio Managers to assist high net worth individuals and families in identifying financial, estate and legacy planning goals, using eMoney software to build, analyze and deliver comprehensive personalized plans to clients, fostering trusted long-term relationships to help families proactively navigate through various life stages including wealth transfer, and maintaining contact with clients to revise existing plans based upon modified client needs or changes in the investment market incorporating investment, retirement and tax planning techniques and strategies.
Certified Financial Planner (CFP), Series 7 and 66 are required. Bachelor’s degree is required, preferably related to Finance. Periodic local travel is also required.
About The Haverford Trust Company
About UsThe Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding 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. Quality Investing focuses on high quality, established companies that deliver consistent earnings and dividend growth, and investment grade fixed income securities that seek to protect both principal and income over the long term. 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 everything we do. 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 for more than three decades.