Position Overview 

The primary role of this position is analytical and general support for one or more senior advisors in the firm. Specifically this entails, but is not limited to, creating financial models, meeting preparation, in-meeting support and direct client interaction. The Financial Planning Analyst will work with their dedicated team to ensure a superior client experience. 

We are searching for an individual who is a critical thinker, highly motivated, hard-working, and a team player with a willingness to help wherever needed. An ability to meet deadlines while multi-tasking and keeping up with a busy, demanding, client-oriented environment is a must. The position requires professional appearance and excellent verbal and written communication skills. Candidate must possess high ethical standards with a keen eye for detail and superior analytical capabilities, along with a “can-do” attitude. Candidate must also be willing to do non-financial planning tasks to help the firm move to the next level. This position does not require any business development activities. 

Qualifications 

  • B. A. or B.S. degree from accredited four year university; Degree concentration in areas involved with financial planning preferred. 
  • Basic knowledge of financial planning and investment management a plus 

Benefits 

  • Full benefits (Medical, Dental, and Vision). 
  • Profit Sharing / 401K Plan. 

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