Financial Planning Analyst – Commerce Trust

Support the development and delivery of financial plans for high-net-worth clients. You will execute comprehensive financial plans, analyze client data, conduct research on financial planning topics, and collaborate with internal partners. This role requires strong analytical and organizational skills.

• Support financial planners in developing comprehensive financial plans
• Analyze client financial information and upload data into planning software
• Manage workflow of multiple financial plan projects
• Conduct research on financial planning topics
• Collaborate with internal partners on financial planning projects
• Requires intermediate understanding of financial services and basic financial planning