Private Wealth Management Financial Planning Analyst
Core
Support Financial Advisors and Private Wealth Advisors by utilizing firm-approved financial planning systems to generate financial plans and enhance client relationships.
Role type
Financial Planning Analyst
Builds
Financial plans and scalable planning processes for client portfolios
Domain
Private Wealth Management / Financial Planning
Required skills
Financial planning knowledge, Financial services products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Office proficiency, Tool usage proficiency
Preferred skills
CFP designation, CPWA designation, 4-year college degree
Technologies
Firm-approved financial planning systems, MS Office
Responsibilities
Cultivate relationships with business partners and colleagues, Support FAs/PWAs in enhancing client relationships, Utilize financial planning tools to generate plans, Help build repeatable planning processes, Participate in client meetings to review financial plans, Provide administrative guidance to peers
Seniority
Mid-level, 5+ years experience