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Client-Focused Financial Planning Analyst
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-07-22
Listing for:
Premier Resources Group (PRG)
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Premier Resources Group (PRG) is seeking a financial planning professional to support client meetings and develop planning materials. You will build asset allocation analyses and portfolio reviews for prospects and clients, while coordinating with the operations team to ensure smooth delivery of recommendations.
The role emphasizes strong client communication, financial planning expertise, and the ability to translate firm philosophy into actionable advice in collaboration with advisors.
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