Financial Planning Analyst Client Impact
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-05-28
Listing for:
3Sixty Legacy Financial Group
Full Time
position Listed on 2026-05-28
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services
Job Description & How to Apply Below
3
Sixty Legacy Financial Group in Cincinnati, Ohio is seeking a Financial Planning Analyst to support financial advisors and assist with client onboarding. The ideal candidate thrives in a fast-paced environment and has strong analytical skills.
This position requires licensure and a Bachelor's degree in Finance or related field. Responsibilities include preparing financial plans, maintaining records, and ensuring compliance with regulations.
Join our boutique firm dedicated to personalized and proactive financial management for high-net-worth individuals.
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