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Financial Planning Specialist - Data-Driven Planning & Scenarios
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-09-08
Listing for:
MAI
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
MAI seeks a Financial Planning Specialist to manage client data in the eMoney platform, analyze complex information, and build planning scenarios. You’ll review documents, identify gaps, and ensure plans are complete before advisor review.
You will train internal users, troubleshoot data issues, and collaborate with advisors to deliver accurate financial plans. The role requires 2+ years of planning experience, a business-related degree, and engagement in CFP coursework with active progress
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