We are seeking an enthusiastic and detail-oriented Financial Planning Analyst to join our team. This entry-level position offers a fantastic opportunity for people that poses a strong foundation in finance and a passion for helping clients achieve their financial goals. As part of a Dream Team, you will support an experienced team, gain hands-on experience, and play a key role in delivering comprehensive financial strategies. If you are eager to learn, collaborate, and make a meaningful impact in the financial planning industry, we would love to hear from you.
Responsibilities:
- Take notes during client meetings and prepare formal correspondence
- Input actions resulting from client meetings into CRM
- Responsible for post meeting follow-ups
- Provide constructive feedback to lead planners
- Able to clearly articulate our value proposition
- Learn the firm’s financial life planning and investment philosophies
- Support our firm’s financial planning process and main service lines by collecting data, running models, help create plans, and work with the different departments to meet our client’s needs
- Learn and execute our financial planning process
- Assist in the preparation of financial planning projections and develop an understanding of assumptions and inputs
- Learn how to develop thorough and well-considered financial analysis for presentation to clients
- Learn the landscape of the profession, products and planning concepts
Skills
- Practice inquisitive inquiry
- Picking up on emotional cues and communicate with empathy
- Demonstrate confidence in verbal communication, reducing discourse markers and interjections
- Communicate thoughts clearly and concisely.
Qualifications
- Bachelor’s degree
- CFP® certification or obtainable with 24 months
- Financial Planning coursework or Financial Planning experience is a plus