Financial Planning Analyst

Salary: USD35 - USD45 per hour Our Client is looking to hire a Financial Planning Associate, supporting client planning, market analysis, and day-to-day service operations. This Financial Planning Associate role is ideal for someone early in their career looking to grow into a long-term advisory path within a high-touch client environment. Responsibilities Prepare client meeting materials, presentations, and planning deliverables as a key part of the Financial Planning Associate function Support advisors in addressing financial planning questions and client inquiries Maintain financial data in planning systems (e.g., eMoney) and generate reports (YCharts) Assist with market research, client segmentation, and investment discussion materials Prepare rollover and account analysis reports Coordinate with internal teams to support client service workflows and onboarding Qualifications Bachelor’s degree required (Finance, Accounting, Economics, or related preferred) 2+ years of financial services experience or relevant internship/academic background Series 65 (active or willing to obtain) Interest in pursuing CFP® certification Strong analytical, communication, and organizational skills Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. #J-18808-Ljbffr