You are an experienced and prudent wealth planner with tremendous empathy. You can have conversations with clients about what truly matters in their lives, and you know how to line up, protect, and grow their assets to provide for rainy days and bright futures. Data-based and tech savvy, you have the know-how to make wealth planning crystal clear for clients on paper, plus you have skills to connect with clients in person and help them deeply understand how to add value to their financial lives. Furthermore, your knowledge base and wealth planning acumen are so sharp . . . that you are in high demand; all of your colleagues want you to work with their clients!
POSITION DESCRIPTION
The Wealth Planning Team at The Haverford Trust Company is responsible for tailoring customized financial and estate plans to a client’s unique financial situation and goals. The Wealth Planner reports to and partners closely with the VP, Director of Wealth Planning. The primary responsibilities of the Wealth Planner are to manage and serve our existing clients’ wealth planning needs and to nurture new relationships. This position requires frequent client interaction as well as close collaboration with internal contacts at all levels of the organization.
ABOUT HAVERFORD TRUST
The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of December 31, 2025, we had $16.4B in assets under management or consultation.
While Haverford has experienced significant growth in recent years, our commitment to strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, monthly happy hours and events, informal breakfasts with the President and CEO, Haverford has a powerful and unique culture. Meet our team, and you will quickly see that every person is aligned with Haverford’s core values of quality, integrity, respect, discipline, community, and optimism!
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