Financial Planning Analyst: GuidePro & CFP Path
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Corporate Finance
A private wealth management practice is hiring a Financial Planning Analyst to support Financial Advisors through the planning process and client meetings. The role involves building models, updating data, and delivering planning materials, with a transition from Navi Plan to Money Guide Pro .
Opportunity to progress toward CFP certification and growth into associate advisor roles, while adhering to regulatory standards and standard business hours in a full-time capacity.
As a Financial Planning Analyst:
Money Guide Pro & CFP Path, you will play an important part at Jamba Juice in Louisville, KY, United States.
We appreciate your interest in this position.
Join Jamba Juice and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Financial Planning Analyst:
Money Guide Pro & CFP Path role at Jamba Juice, based in Louisville, KY, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).