Wealth Planning Analyst

Job Description

Our client, a rapidly growing independent Registered Investment Advisor (RIA), is seeking an ambitious and analytical Financial Planning Associate to join their team. This is an outstanding opportunity for an early-career professional looking to develop expertise in financial planning, investment management, and client relationship management while working alongside experienced advisors in a collaborative environment.

The Financial Planning Associate will support the firm's advisors in delivering comprehensive financial planning services and helping clients achieve their long-term financial goals.

Key Responsibilities

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• Assist advisors in preparing comprehensive financial plans, retirement analyses, cash flow projections, and investment recommendations.
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• Gather, organize, and analyze client financial data to support planning engagements.
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• Prepare meeting materials, planning presentations, and client deliverables.
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• Participate in client meetings and document follow-up action items.
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• Conduct research on financial planning topics, investment strategies, insurance solutions, and retirement planning concepts.
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• Utilize financial planning software to develop projections and model planning scenarios.
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• Support ongoing client service needs and planning updates.
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• Maintain accurate client records and ensure data integrity within CRM and planning systems.
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• Collaborate with advisors and operations personnel to ensure a seamless client experience.
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• Stay current on industry trends, planning strategies, and regulatory developments.
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Qualifications

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• Bachelor's degree in Finance, Financial Planning, Economics, Business, Accounting, or a related field.
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• 1+ years of experience in wealth management, financial planning, financial services, or a related field; OR relevant internship experience and/or coursework in financial planning, investments, retirement planning, or wealth management.
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• Strong interest in pursuing a long-term career in financial planning and wealth management.
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• Excellent analytical, organizational, and problem-solving skills.
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• Strong verbal and written communication abilities.
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• High attention to detail and ability to manage multiple priorities.
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• Proficiency with Microsoft Excel, Word, and PowerPoint.
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Preferred Qualifications

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• Exposure to financial planning software such as eMoney.
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• Familiarity with investment management concepts and financial markets.
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• Progress toward or interest in pursuing the CFP certification.
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• Experience with CRM systems such as Salesforce.
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