Financial Analyst

Sycamore Financial Planning is seeking a Financial Analyst to join our independent, fee-only, financial planning firm in our Durham, NC office. This position is an entry-level position in our financial planning career track offering an amazing opportunity to develop a career, guide clients through important decisions, and shape the future of our cutting-edge financial planning firm!

WHAT YOU WILL DO

• Assist in all aspects of the financial planning process including assistance with gathering and organizing client information.
• Support the planning team in maintaining client relationships.
• Collaborate with the planning team in preparation for client meetings.
• Communicate with clients and following up on action items as needed.
• Enthusiastically participate in professional associations such as FPA and NAPFA.
• Work with the firm’s Senior Financial Planner in an intentional apprenticeship program designed to prepare you for the role of Associate Financial Planner.

WHAT WE SEEK IN A CANDIDATE

• Interest in pursuing the CFP® designation.
• The highest level of ethical responsibility and respect for client privacy.
• Accuracy and attention to detail for record keeping and working with client information.
• Solid written and verbal communication skills as well as strong computer skills including expert use of Microsoft Office, financial planning software, and customer relationship management software.
• Ability to understand, embrace, and communicate Sycamore’s business values, ethics, and financial planning model to potential clients.
• A friendly, confident, sincere, and empathetic approach to interpersonal relationships.
• The desire and ability to work both independently and as part of a team.

QUALIFICATIONS FOR THIS OPPORTUNITY

• Bachelor’s degree in finance or closely related field or equivalent experience.
• Ability to logically understand complex situations, conceive possible solutions, and analyze trade-offs / outcomes.
• Core knowledge of financial industry, financial products, and financial planning concepts.
• Ability to perform basic financial analysis.
• Completion of full CFP® coursework is a plus.
• Knowledge of the firm’s financial planning and other core systems is a plus.

PERKS TO WORKING AT SYCAMORE FINANCIAL PLANNING

• Competitive compensation.
• Retirement plan with company matching.
• Employer subsidized health insurance and access to dental and vision insurance plans.
• Formalized professional development program.
• Generous paid time off and holiday schedule.
• Comfortable and friendly office environment.

HOW TO APPLY

Please send your cover letter, resume, and answers to the following short essay questions (300 word maximum per question) to: Chuck@SycamoreFinancialPlanning.com

All documents should be combined into one file and submitted in PDF format with the filename containing your first and last name.

1. Why would you like to work for Sycamore Financial Planning?
2. What unique skills or attributes would you bring to Sycamore Financial Planning?
3. What does it mean to you to put your clients’ interests first?