Strategic Financial Planning Analyst
Diversified
Diversified, LLC is seeking a Financial Planning Analyst to operate within their Centralized Planning Team in Wayne, Pennsylvania. The role focuses on developing and analyzing financial plans tailored to clients' needs, while providing expert guidance on investment strategies and asset allocation. The ideal candidate will have a Bachelor’s degree in Finance or related field, along with 3-5 years of experience in financial planning. This non-client facing position requires excellent analytical and communication skills, proficiency in financial tools like eMoney, and a strong understanding of regulations. #J-18808-Ljbffr Diversified
Vacancy posted 2 days ago
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