Financial Planning Analyst

Our fiduciary fee-only firm is growing, and we're looking for a Financial Planning Analyst.

The analyst will:

• Work in a collaborative team environment on a single book of business
• Uphold the highest fiduciary and ethical standards
• Present information in an engaging, organized fashion
• Assimilate and present client data to colleagues well in advance of client meetings
• Research special topics such as investment analysis, small business retirement options, tax strategies, new technologies, etc.
• Own and manage follow up actions for clients
• Enter and update key data into software (tax planning, financial planning, CRM)
• Help create checklists to systematize work processes
• Be encouraged to develop personal financial skills and specialties

Why join Clear Perspectives:

• Your work makes a clear and positive difference to fellow families and individuals
• Be part of a team of intelligent and principled professionals
• Supportive environment for building financial skills and specialties
• Flex time available
• Up to $5k annual tuition assistance for career-related education, such as CFP® class
• Long-term and short-term disability insurance coverage
• Life insurance coverage
• Robust 401(k) with Roth option and 3% employer contribution

Key qualifications:

• Ability to study for and pass the Series 65 exam for investment professionals
• Interest in the CFP® career path
• Strong familiarity with Microsoft Office programs, including Excel, PowerPoint, and Word
• Ability to quickly learn new software as needed, including our core programs: TDAmeritrade Institutional (investments), Redtail CRM (client relationship management database), Envestnet | Tamarac AdvisorView (portfolio management), Morningstar Office (portfolio management), MoneyGuidePro (financial planning), basic tax planning software
• Ability to get along with a diverse group of employees and clients.