Financial Planning Specialist
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-08-30
Listing for:
Ultimate Staffing Services
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Salary: USD
90000 - USD
110000 per year
analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. This is an internal support role focused on planning and analysis rather than business development.
Key Responsibilities- Collect and organize detailed client financial information, including assets, income, expenses, and goals.
- Maintain accurate data in financial planning tools (e.g., eMoney) to support analysis.
- Analyze client information and assist in developing financial plans aligned with client objectives.
- Prepare clear, client-ready presentations summarizing financial strategies and recommendations.
- Collaborate with external professionals (e.g., tax, legal, insurance) to gather relevant information.
- 5+ years of experience in financial planning, investment management, or advisory services.
- Hands-on experience with financial planning software (e.g., eMoney).
- Strong knowledge of financial products, investment strategies, and industry regulations.
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