Financial Planning Analyst

Foundations Investment Advisors is looking for a detail-oriented and analyticalFinancial Planning Analystto join our team. This role will support the financial planning and case preparation process by reviewing client financial information, preparing analysis, and utilizing a variety of financial planning and investment technology platforms.

The ideal candidate has a foundational understanding of the financial services industry, is comfortable working with financial data, and can accurately turn client statements and information into organized, actionable analysis.

• Review and analyze client financial statements, investment accounts, insurance and annuity information, and other financial documents.
• Organize and prepare client data for financial planning and case analysis.
• Assist with investment, risk, retirement income, and portfolio analysis.
• Utilize financial planning and investment analysis platforms such as Morningstar, Kwanti, Income Lab, and Nitrogen, along with Foundations' proprietary planning and analysis tools.
• Prepare reports, illustrations, comparisons, and supporting materials for financial advisors and internal teams.
• Identify missing or incomplete information needed to properly prepare and analyze cases.
• Ensure client information and analysis are entered accurately and consistently across systems.
• Work closely with advisors and internal teams to help move cases efficiently from initial information gathering through analysis and presentation preparation.
• Learn and apply Foundations' internal processes, analytical methodologies, and proprietary technology.