Wealth Planning Associate Analyst

Overview

Employer Industry: Financial Services

• Salary up to $145,210
• Opportunity for career advancement and growth within a best-in-class company
• Supportive team environment focused on client satisfaction
• Collaborate with financial professionals to solve complex client needs
• Stay current with the latest financial products and industry trends

• Analyze financial documents and accurately enter financial data into planning software
• Assist in building wealth plans by analyzing clients' financial statuses
• Create insurance illustrations and investment proposals
• Ensure timely responses to client inquiries, demonstrating commitment to satisfaction
• Participate in client meetings with advisors to discuss financial strategies

• Bachelor’s degree in Business, Financial Planning, Finance, Economics, or Accounting
• Minimum of five years of financial planning experience, with high-net-worth experience highly desired
• Series 6 or 7 required or to be obtained within the first 180 days of hire
• Proven experience in developing comprehensive financial plans and presenting tailored recommendations
• Advanced skills with financial planning software and/or Excel required

• CERTIFIED FINANCIAL PLANNER™ designation strongly preferred
• In-depth knowledge of life insurance products and advanced solutions preferred
• State of residence insurance license required or to be obtained within the first 180 days of hire

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.