Financial Analyst

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. 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. 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. How to Apply All applicants are required to submit a cover letter and resume. Your cover letter should answer the following questions: Why would you like to work for Sycamore Financial Planning? What unique skills or attributes would you bring to Sycamore Financial Planning? What does it mean to you to put your clients' interests first? All documents should be submitted in PDF format with the filename containing your first and last name. #J-18808-Ljbffr