Financial Planning Analyst

We are looking for a Financial Planning Analyst to support Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. The role involves maintaining client relationships, leading select client cases, and transitioning into an advisory role to become an Associate Wealth Manager within 24-36 months.

Requirements

• Bachelor’s degree in Finance, Business, Accounting or Financial Planning
• Master’s or Graduate degree preferred
• One to three years working experience, or internship in similar industry
• Currently pursuing either CFP, CFA, or CPA designation
• Currently possess or pursuing the Series 65 securities licenses
• Strong technical and interpersonal skills
• Ability to take on creative challenges and manage workload on tight deadlines
• Ability to collaborate and contribute to a team environment
• Experience in eMoney, Redtail CRM, and Orion software systems preferred

Benefits

• Salary range: $60,000 - $80,000, plus quarterly bonuses based on company and personal performance
• Total Compensation Range with Bonus = $80,000 - $120,000
• 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
• Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
• 10 paid holidays and 15 PTO days to use at your discretion
• Employer paid Health/Dental/Vision insurance premiums for individuals and families
• Employer HSA contributions
• Employer paid Life and Long-Term Disability