Financial Analyst (Durham or Charlotte, NC)

Sycamore Financial Planning is a mission-focused, values-based, fee-only financial planning firm dedicated to making high-quality, objective financial advice accessible to everyone, regardless of net worth or income. We are seeking two full-time Financial Analysts to join our team in either our Durham or Charlotte offices (hybrid work schedule in both locations). This is an entry-level position on our financial planning career track, offering an amazing opportunity to build a career, guide clients through important decisions, and help shape the future of our firm. What You Will Do Assist in all aspects of the financial planning process including assistance with gathering and organizing client information. Support the planning team in maintaining client relationships. Collaborate with the planning team in preparation for client meetings. Communicate with clients and follow up on action items as needed. Enthusiastically participate in professional associations such as FPA and NAPFA. Work with the firm's Principal and Senior Financial Planners in an intentional apprenticeship program designed to help you advance to the Associate Financial Planner level. What We Seek in a Candidate Interest in pursuing the CFP designation. Uncompromising integrity, ethical responsibility, and discretion in handling sensitive client information. Exceptional accuracy and attention to detail. Solid written and verbal communication skills as well as strong computer skills including expert use of Microsoft Office, financial planning software, and customer relationship management software. Genuine alignment with Sycamore's core values and financial planning model, and the ability to communicate them authentically to clients. A friendly, confident, sincere, and empathetic approach to interpersonal relationships. The desire and ability to work both independently and as part of a team. Perks to Working at Sycamore Financial Planning Competitive starting salary of $55,000 - $75,000, commensurate with experience. Retirement plan with company matching. Employer subsidized health, dental, and vision insurance plans. Formalized professional development program, including reimbursement and paid time off in support of CFP designation pursuit. Generous paid time off and holiday schedule. Hybrid work schedule. A collaborative, mission-driven team culture in a comfortable environment. Qualifications for this Opportunity Bachelor’s degree in finance or closely related field or equivalent experience. Ability to logically understand complex situations, conceive possible solutions, and analyze trade-offs / outcomes. Core knowledge of financial industry, financial products, and financial planning concepts. Ability to perform basic financial analysis. Completion of full CFP coursework is a plus. Knowledge of the firm's financial planning and other core systems is a plus. #J-18808-Ljbffr