Konvergent Wealth Partners
Financial Planning Specialist (Gig Harbor)
Konvergent Wealth Partners, Gig Harbor, Washington, United States, 98329
**Hiring: Planning Specialist
Konvergent Wealth Management**
Location:
Gig Harbor, WA (full-time, on-site) Job Type:
Full-time W2 Business Stage:
$800M AUM
$5B AUM (three year strategic goal)
Position Summary:
The Planning Specialist will serve as a core member of Konvergents advisory and client strategy team. This role supports the firms advisors in delivering sophisticated planning, investment, and wealth strategies to ultra-high-net-worth families.
You will help translate complex financial and estate designs into clear, actionable plans using tools like Addepar, Luminary, Income Solver, Riskalyze, VRGL, and our internal planning models. This is a hands-on role that blends financial planning, project management, analysis, and client preparation work.
Youll be responsible for building structure around the client experience, enhancing planning deliverables, and supporting the advisory team as the firm scales from $800M toward $5B AUM.
This role is ideal for someone who loves organization, analytics, and making a fast-growing advisory firm run smoothly.
Key Responsibilities:
Client Planning & Support Build planning deliverables across investment, estate, tax, liquidity, and retirement planning Prepare meeting materials, summaries, allocation proposals, and scenario analyses Assist advisors in designing planning strategies for UHNW families and business owners Use Addepar, Luminary, Riskalyze, Income Solver, and VRGL to create clean, precise client outputs Maintain planning notes, action items, and follow-up workflows Investment & Portfolio Support Build and maintain portfolio allocation breakdowns for client reviews Run risk assessments, tax impact analysis, and investment summaries Support preparation of proposals and investment memos Help map client accounts, entity structures, and ownership inside Addepar Operations & Workflow Management Ensure accuracy of data feeds, custodian connections, and reporting systems Track planning tasks and ensure follow-through using Asana Build repeatable processes for planning, preparation, and client communication Organize and maintain internal planning templates and best practices Client Meeting Preparation Own the preparation workflow for client meetings Build agendas, summaries, follow-up lists, and consolidated client reports Coordinate with advisors, specialists, and external partners (CPAs, attorneys, insurance teams)
Key Performance Indicators (KPIs) Success in this role will be measured by: Client Prep Accuracy
Near-zero errors across planning and reporting materials Meeting Preparedness
All planning deliverables completed three business days before meetings Workflow Completion
>90 percent of Asana tasks completed on time Addepar + Luminary Data Quality
100 percent accuracy across account mapping, entities, tags, and holdings Advisor Support Efficiency
Reduced advisor prep time through strong processes and systems
Qualifications:
Required One to four years of experience in wealth management, financial planning, or investment support Strong understanding of financial planning concepts (retirement, investment basics, tax awareness) High proficiency in Excel, data organization, and process-driven work Extremely detail oriented with excellent written communication Ability to manage multiple priorities in a fast-paced UHNW environment Comfort working hands-on with technology across planning and reporting systems Preferred Experience with Addepar, Luminary, Riskalyze, VRGL, or similar platforms Experience supporting UHNW clients SIE in progress or completed
Compensation Competitive base salary commensurate with experience ($60,000 to $70,000) Annual performance bonus up to 50% of base salary 401k with company match Medical, dental, vision PTO and professional development opportunities
About Konvergent Wealth Management
At Konvergent Wealth Management, weve cracked the code on serving ultra-successful families and individuals. No one is better at helping them navigate lifes most meaningful and complex financial transitions with unmatched clarity and certainty.
We manage more significant wealth in a quarter than most firms handle in a lifetime.
We are the right company at the right time, and were looking for the right team members to help us deliver excellence at scale.
Gig Harbor, WA (full-time, on-site) Job Type:
Full-time W2 Business Stage:
$800M AUM
$5B AUM (three year strategic goal)
Position Summary:
The Planning Specialist will serve as a core member of Konvergents advisory and client strategy team. This role supports the firms advisors in delivering sophisticated planning, investment, and wealth strategies to ultra-high-net-worth families.
You will help translate complex financial and estate designs into clear, actionable plans using tools like Addepar, Luminary, Income Solver, Riskalyze, VRGL, and our internal planning models. This is a hands-on role that blends financial planning, project management, analysis, and client preparation work.
Youll be responsible for building structure around the client experience, enhancing planning deliverables, and supporting the advisory team as the firm scales from $800M toward $5B AUM.
This role is ideal for someone who loves organization, analytics, and making a fast-growing advisory firm run smoothly.
Key Responsibilities:
Client Planning & Support Build planning deliverables across investment, estate, tax, liquidity, and retirement planning Prepare meeting materials, summaries, allocation proposals, and scenario analyses Assist advisors in designing planning strategies for UHNW families and business owners Use Addepar, Luminary, Riskalyze, Income Solver, and VRGL to create clean, precise client outputs Maintain planning notes, action items, and follow-up workflows Investment & Portfolio Support Build and maintain portfolio allocation breakdowns for client reviews Run risk assessments, tax impact analysis, and investment summaries Support preparation of proposals and investment memos Help map client accounts, entity structures, and ownership inside Addepar Operations & Workflow Management Ensure accuracy of data feeds, custodian connections, and reporting systems Track planning tasks and ensure follow-through using Asana Build repeatable processes for planning, preparation, and client communication Organize and maintain internal planning templates and best practices Client Meeting Preparation Own the preparation workflow for client meetings Build agendas, summaries, follow-up lists, and consolidated client reports Coordinate with advisors, specialists, and external partners (CPAs, attorneys, insurance teams)
Key Performance Indicators (KPIs) Success in this role will be measured by: Client Prep Accuracy
Near-zero errors across planning and reporting materials Meeting Preparedness
All planning deliverables completed three business days before meetings Workflow Completion
>90 percent of Asana tasks completed on time Addepar + Luminary Data Quality
100 percent accuracy across account mapping, entities, tags, and holdings Advisor Support Efficiency
Reduced advisor prep time through strong processes and systems
Qualifications:
Required One to four years of experience in wealth management, financial planning, or investment support Strong understanding of financial planning concepts (retirement, investment basics, tax awareness) High proficiency in Excel, data organization, and process-driven work Extremely detail oriented with excellent written communication Ability to manage multiple priorities in a fast-paced UHNW environment Comfort working hands-on with technology across planning and reporting systems Preferred Experience with Addepar, Luminary, Riskalyze, VRGL, or similar platforms Experience supporting UHNW clients SIE in progress or completed
Compensation Competitive base salary commensurate with experience ($60,000 to $70,000) Annual performance bonus up to 50% of base salary 401k with company match Medical, dental, vision PTO and professional development opportunities
About Konvergent Wealth Management
At Konvergent Wealth Management, weve cracked the code on serving ultra-successful families and individuals. No one is better at helping them navigate lifes most meaningful and complex financial transitions with unmatched clarity and certainty.
We manage more significant wealth in a quarter than most firms handle in a lifetime.
We are the right company at the right time, and were looking for the right team members to help us deliver excellence at scale.