Financial Planning Analyst

Begin Your Journey to Becoming an Associate Wealth Advisor

Join Baker Wealth Group as a Financial Planning Analyst—where your analytical insight meets mentorship, and you’re empowered to grow into an Associate Wealth Manager within 24–36 months. Anchor clients’ financial futures while receiving hands‑on training, and be the trusted first point of contact.

• Build confidence:
  Lead portions of client cases under Senior Wealth Advisor guidance.
• Be the go‑to:
  Manage core planning tools, craft polished client presentations, and assist with meetings.
• Dive deep:
  Help prepare agendas, research company benefits, support tasks to completion, and follow through on meeting takeaways and correspondence.

• A degree-holding professional in Finance, Business, Accounting, or similar (Master’s or JD, MBA a plus).
• Poised, personable, technically adept—on the path to CFP®, CFA®, CPA, or Series 65 credentials.
• Collaborative, deadline‑driven, and comfortable with platforms like eMoney, Redtail, or Orion.

• Competitive salary ($60 K–85 K base; $66 K–94 K total comp with bonus)
• Comprehensive benefits: health, dental, vision, generous 401 (k) matching, PTO, holidays
• Professional growth:
  Continued education, conferences, ownership opportunities, and a work environment that balances autonomy with collaboration