Financial Planning Analyst

Financial Planning Analyst

0-3 years of experience

New York, New York

Responsibilities:

- Contribute as an integral part of a collaborative team to further the company’s mission and core values.

- Assist with delivery of financial planning and investment management plans, strategies, and techniques to a client base of primarily New York City executives and business owners in their 30’s and 40’s

- Participate in client meetings and draft client meeting notes. Answer routine client questions and service requests and transition to proactively advance high-level client service and client retention

- Draft financial plans and create custom financial analyses

- Assist in the client onboarding process and paperwork, including handling opening investment accounts

- Maintain a high level of responsiveness, timely manage and prioritize deadlines

- Assist partners in creating presentations and materials for business development meetings

- Contribute to thought leadership in financial planning and the development of our knowledge base

- Assist and develop in nurturing prospects and relationships with centers of influence

- Gather and maintain client data; enter client information into various systems, including financial planning and CRM

- Be proactive and always striving to be improving the excellence of the client experience that we deliver, and thereby the firm’s reputation

Qualifications

- Proactive team player with a passion for learning able to work in a fast-paced environment

- A strong desire to help others with high attention to detail and a commitment to excellent quality of work

- Strong desire to learn financial planning strategies and techniques

- Bachelor’s degree

- CFP® certification or attainment within 18 months of employment

- Strong written and verbal communication, analytical, organizational, and computer skills

- Experience with Schwab, Orion, Holistiplan and EMoney a plus

- Major in financial planning, business administration, economics or related field preferred

- Competitive salary ($60,000-$90,000) plus bonus based on qualifications and experience.