Financial Planning Analyst - Guide Pro Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Banking & Finance
Jambalaya Group in the United States seeks a Financial Planning Analyst to support Financial Advisors throughout the planning process. You will update planning data, build models, prepare client-ready materials, and participate in client meetings, contributing to Navi Plan-to-Money Guide transition.
The role emphasizes hands-on planning, data analysis, and clear communication of complex concepts. Opportunity for long-term growth toward CFP certification and Associate Financial Advisor roles.
This posting is for the Financial Planning Analyst
- Money Guide Pro Specialist role at Jambalaya Group, based in Tucson, AZ, United States.
For the Financial Planning Analyst
- Money Guide Pro Specialist position at Jambalaya Group, we are reviewing applications now.
Step into the Financial Planning Analyst
- Money Guide Pro Specialist role at Jambalaya Group in Tucson, AZ, United States and grow with us.
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