Financial Planning Analyst

As a Financial Planning Analyst, you will provide exceptional service to clients and support Financial Advisors by utilizing firm-approved financial planning tools. This role offers a unique opportunity to engage with clients, help build scalable planning processes, and contribute to the growth of client relationships.

• Support Financial Advisors in client relationship management and financial plan generation
• Utilize firm financial planning tools and platforms
• Assist in developing repeatable and scalable planning processes
• Participate in client meetings to review financial plans
• Requires Series 7 and Series 66 (or 63/65) licenses
• 5+ years of relevant work experience

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.