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Financial Planning Analyst — Remote/Hybrid, Path
Remote / Online - Candidates ideally in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-02-16
Lehi, Utah County, Utah, 84043, USA
Listing for:
Switchpoint Financial Planning LLC
Full Time, Remote/Work from Home
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A growing financial planning firm is seeking a Financial Planning Analyst to support lead advisors in managing client financial plans. This role entails drafting plans, making recommendations, and preparing for meetings, while learning all aspects of the business. Ideal candidates should be detail-oriented, self-starters with a keen interest in financial planning and intent to pursue a CFP designation. This position offers a flexible work environment with both virtual and hybrid options available.
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