Financial Planning Analyst

12/23/2019
New Planner Recruiting
Jesse Lineberry
123 Wayne, NJ 07470 Phone: 1-888-666-1021 Fax: Jesse Lineberry
jlineberry@newplannerrecruiting.com
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Vibrant, Growing, Fee-Only RIA. Defined Path for Growth!

The Financial Planning Analyst position offers an elite candidate the opportunity to refine their technical knowledge while supporting and building relationships with the firm’s clients. This is a rapidly growing, cutting edge firm with a team-oriented approach, open door policy, and best in class technology. Their “tech stack” includes the use of Apple/Mac Hardware, MoneyGuide Pro, Tamarac, Schwab, and TD Ameritrade. This is the perfect opportunity for a confident, aspiring financial planner with 1-3 years’ of experience.


RESPONSIBILITIES WE’LL TRUST YOU WITH

Collaborate with analysts and lead planners to deliver high quality client service and financial planning advice. Participate in client meetings, record meeting notes for follow-up items, and input them into CRM system. Coordinate new client onboarding and data collection processes, which will include opening accounts, coordinating account transfers, and trading accounts. Research various financial planning and investment topics and document all research for presentation to financial planning and investment policy committees.


QUALIFICATIONS

Bachelors’ degree from an accredited, CFP Board Registered financial planning program or equivalent experience. 1-3 years of financial planning experience. Must take initiative, be comfortable with change, and communicate with the firm’s leadership. Must be a growth-oriented, team player that believes no task is beneath them.


THE PERKS

Competitive salary based on experience. Performance Bonus. Paid Maternity and Paternity Leave. Documented path for professional growth. 401(k) profit sharing plan. Medical, Dental, Vision, Long-term Disability, and Life Insurance. Best in-class technology. Exceptional PTO policy. Summer hours. Company paid Sabbatical. Modern office with open floor plan and sit/stand desks.