Financial Planning Analyst

Job Description

Job Description

JOB SUMMARY

Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you!

For more than 40 years, Wealth Impact Advisors has served clients across Northeast Ohio with disciplined financial planning, prompt service, and investment management that stands the test of time, markets, and life stages. We're a locally rooted firm with a loyal, multi-generational client base - and we're intentional about how we grow.

We're adding a Junior Associate Advisor to become a key force behind the quality, consistency, and scalability of our financial planning experience. This role is for someone who enjoys learning, takes pride in well-done work, and loves turning complex financial ideas into something clear, useful, and client ready. If being called a “financial planning nerd” feels like a compliment, you might feel right at home here.

ESSENTIAL DUTIES & RESPONSIBILITIES

You'll work closely, day-to-day, with two lead financial advisors, serving as the analytical and operational backbone of the clients they serve. Your mission is to master our systems, elevate our planning process, and help translate tax code and sophisticated financial strategy into elegant insights clients can actually understand and use. This is not a sales role, and you are not expected to bring in clients.

What You'll Do First

From day one, you'll dive into our internal ecosystem - CRM, financial planning software, tax tools, workflows, and processes - building deep fluency so you can confidently support client planning preparation, analytics, and reporting. You'll manage multiple tasks and projects at once, stay organized, and make sure the important details never fall through the cracks.

How the Role Grows

As your knowledge and confidence expand, you'll help design and refine planning modules so advisors can deliver them efficiently and consistently. Over time, you'll participate directly in client planning meetings and communications, develop your own client relationships, and - if it aligns with your strengths - grow into an advisor role with increasing responsibility and leadership opportunity.

CORE COMPETENCIES

We value strong work ethic, high character, and genuine enthusiasm for the work. You're detail-oriented but comfortable with imperfect information. You enjoy finishing projects, checking things off your to-do list, and exercising good judgment about when something is “done well.” You're self-motivated, curious, and willing to invest in your own learning. Clear writing and communication skills matter a lot.

EXPERIENCE & CREDENTIALS

• Prior experience is helpful but not required. Curiosity, coachability, energy, and integrity matter more. We'll teach the rest.
• Candidates should have met- or be working toward - the education requirements for the CFP® designation, with passage of the CFP® exam expected within two years of hire.
• Securities and insurance licensing is required within one year.
• Additional financial planning or tax-focused credentials (such as EA or MTax) are encouraged, supported, and rewarded as your career develops.

Physical Demands:

This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.

Position Type and Expected Hours:

Days and typical hours of work are Monday through Friday, 9:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.