Financial Planning Analyst

Our Client is looking to hire a Financial Planning Associate, supporting client planning, market analysis, and day-to-day service operations. This Financial Planning Associate role is ideal for someone early in their career looking to grow into a long-term advisory path within a high-touch client environment.

Responsibilities

• Prepare client meeting materials, presentations, and planning deliverables as a key part of the Financial Planning Associate function
• Support advisors in addressing financial planning questions and client inquiries
• Maintain financial data in planning systems (e.g., eMoney) and generate reports (YCharts)
• Assist with market research, client segmentation, and investment discussion materials
• Prepare rollover and account analysis reports
• Coordinate with internal teams to support client service workflows and onboarding

Qualifications

• Bachelor’s degree required (Finance, Accounting, Economics, or related preferred)
• 2+ years of financial services experience or relevant internship/academic background
• Series 65 (active or willing to obtain)
• Interest in pursuing CFP® certification
• Strong analytical, communication, and organizational skills