Financial Planning Analyst

Begin Your Journey to Becoming an Associate Wealth Advisor What You’ll Do Build confidence: Lead portions of client cases under Senior Wealth Advisor guidance. Be the go-to: Manage core planning tools, craft polished client presentations, and assist with meetings. Dive deep: Help prepare agendas, research company benefits, support tasks to completion, and follow through on meeting takeaways and correspondence. Who You Are A degree-holding professional in Finance, Business, Accounting, or similar (Master’s or JD, MBA a plus). Poised, personable, technically adept—on the path to CFP®, CFA®, CPA, or Series 65 credentials. Collaborative, deadline-driven, and comfortable with platforms like eMoney, Redtail, or Orion. Why It Matters Here At Baker Wealth Group, we champion fee-only, client-first planning—no products, no commissions. We invest in you through: Competitive salary ($60K–85K base; $66K–94K total comp with bonus) Comprehensive benefits: health, dental, vision, generous 401(k) matching, PTO, holidays Professional growth: Continued education, conferences, ownership opportunities, and a work environment that balances autonomy with collaboration #J-18808-Ljbffr