Financial Planning Analyst at Jobot
Charlottesville, VA 22902
About the Job
Private wealth advisory practice hiring a Financial Analyst to analyze client cases and generate financial plans.
This Jobot Job is hosted by: Brooke Mitchell
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $110,000 per year
A bit about us:
A private wealth advisory practice in Charlottesville, VA.
Why join us?
Full benefits and opportunity for growth!
Job Details
Our Financial Planning Analyst will deliver 150-170 financial plans in a 12-month cycle. The ideal candidate has experience in both backstage and client-facing roles. You will create and update comprehensive financial plans, conducts research, and ensures that clients’ financial documents are in order. This person plays a critical role in analyzing clients’ financial information, preparing recommendations for financial advisors to present, and ensuring implementation of agreed strategies.
Key responsibilities include:
Requirements:
Skills:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Brooke Mitchell
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $110,000 per year
A bit about us:
A private wealth advisory practice in Charlottesville, VA.
Why join us?
Full benefits and opportunity for growth!
Job Details
Our Financial Planning Analyst will deliver 150-170 financial plans in a 12-month cycle. The ideal candidate has experience in both backstage and client-facing roles. You will create and update comprehensive financial plans, conducts research, and ensures that clients’ financial documents are in order. This person plays a critical role in analyzing clients’ financial information, preparing recommendations for financial advisors to present, and ensuring implementation of agreed strategies.
Key responsibilities include:
- Financial Plan Preparation: Develop and maintain client financial plans by gathering data, assessing current financial situations, and determining financial goals.
- Client Interaction: Strengthen client relationships by gathering client information, handling inquiries, and assisting with strategy implementation.
- Research and Analysis: Collaborate with clients’ tax and legal professionals. Conduct research on investment products, tax laws, and estate planning strategies to provide up-to-date recommendations.
- Portfolio Recommendations: Prepare and propose investment recommendations for clients’ risk tolerance, time horizon, and tax considerations.
- Compliance and Regulation Adherence: Ensure that all financial plans and activities comply with relevant laws, regulations, and ethical standards.
- Meeting Preparation: Propose and prepare clear, actionable agendas with executive advisor summaries to direct high-value meetings and decisions for clients.
- Follow-through: Complete and document all assigned action items from client meetings within time expectations to keep clients on track with agreed-upon actions.
Requirements:
- College degree or higher; a degree in financial planning, finance, accounting, economics, or a related field preferred.
- Certification: Certified Financial Planner (CFP®) or equivalent experience is required for this role.
- Licenses: Series 7, 66, and State Life, Accident, and Health insurance licenses required.
- 3 or more years of experience in financial planning or a similar support role.
Skills:
- Strong knowledge of financial planning principles and processes, especially estate and philanthropic strategies.
- Proficiency with NaviPlan financial planning software strongly preferred.
- Proficiency with Microsoft Office, especially Excel.
- Salesforce proficiency preferred.
- Analytical skills with the ability to assess complex financial situations.
- Strong written and verbal skills.
- Exceptional attention to detail in scheduling, completing, and tracking work.
- Excited to work collaboratively with a team.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
90,000 - 110,000 /year