Financial Planning Analyst
Core
Support Financial Advisors and Private Wealth Advisors by utilizing firm-approved financial planning systems to generate plans, enhance client relationships, and represent the service lens in client meetings.
Role type
Senior IC financial planning analyst
Builds
Financial plans and scalable planning processes for client portfolios
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Financial planning knowledge, Financial services products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), Financial planning systems proficiency, MS Office proficiency, Detail orientation, Time management
Preferred skills
CFP certification, CPWA designation, Private Wealth Advisor certification
Technologies
Firm financial planning tools, MS Office
Responsibilities
Cultivate relationships with business partners and colleagues, Support FAs/PWAs in enhancing client relationships, Participate in client meetings to review financial plans, Utilize financial planning tools to generate plans, Help build repeatable planning processes, Provide administrative guidance to peers, Participate in firm initiatives and special projects