• Availability: Immediately
  • Deadline: Until Position is Filled

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

Equal Employment Opportunity

RTD Financial is committed to a policy of Equal Employment Opportunity and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

RTD’s diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.