We are seeking a Financial Planning Analyst in our Center City office. This position offers the right candidate an amazing opportunity to build a client base and enjoy a career, shaping the future of a highly committed and cutting-edge financial planning firm. Candidates should passionately believe that client interests always come first.
Key Qualifications and Characteristics
- Seeking a defined career path in financial planning
- Actively pursuing the CFP® designation (or satisfied the full coursework from a Certified Financial PlannerTM program)
- B.A. or B.S. degree from an accredited four-year university
- Experience working with Microsoft Office Suite, eMoney Advisor, Junxure
- Strong verbal and written communication skills
- Very organized, with acute attention to detail
- Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude
- Genuinely caring by nature, empathetic and a good listener
- Demonstrates curiosity and confidence when working with others
Responsibilities
- Assist in all aspects of the Financial Planning Process, preparing and implementing Financial Plans and updating financial plan projections
- Support lead planner in maintaining client relationships
- Collaborate with lead planner in preparing for client meetings
- Attend and participate in client meetings, taking notes for the lead planner
- Prepare client meeting notes for the lead planner to review
- Complete follow-up communication and implement actions that result from client meetings
- Update client relationship management system with notes and actions, monitoring pending items
- Communicate with client’s outside advisors such as accountants and attorneys
- Receive inbound client phone calls and emails, either addressing their needs or directing them to the appropriate team member
- Upon obtaining CFP Designation, support Employer Retirement Plan Solutions by serving as dedicated resource for planning-related questions, building personal relationships with plan participants
- Participate in firm’s various committees in pursuit of the company’s goals
- Enthusiastically participate in, and volunteer for, industry associations such as FPA and NAPFA