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Financial Analyst Financial Consultant

Advisor Support & Financial Planning Analyst

Job in Brentwood, Williamson County, Tennessee, 37027, USA
Listing for: Vaco by Highspring
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is looking for a Financial Planning Associate to enhance client service and assist advisors with data analysis and operational tasks. The successful candidate will support the preparation of financial plans and client meetings while ensuring compliance with regulatory standards. A Bachelor's degree in Finance and 2+ years of relevant experience in financial services are preferred. Strong organizational and analytical skills are essential in this role.
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