Personal Planning Analyst

Title: Personal Planning AnalystLocation: Mequon, WI (hybrid role)Compensation: $85K-100K base salary plus bonuses and benefitsOur client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.They are seeking to add a Personal Planning Analyst to their inclusive and fun working environment with room for growth and advancement. They place a high value on team culture and take pride in the special environment they have created together.They offer a competitive benefits package, work from home flexibility and amazing team events and outings.ResponsibilitiesOversee the development and monitoring of client's financial plans to help each client achieve their unique goalsWork closely with clients to obtain their financial data, keep it up to date and run scenarios in the planning softwareAssist in providing peace of mind across all aspects of client's retirement and distribution planning including: maximizing tax efficiencies, managing investments, insurance, and estate planning, incorporating social security analysis and Roth conversion strategiesQualifications2+ years of financial planning experience with the ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goalsStrong client-centered communication skills and a desire to participate and meet directly with clientsInitiative and follow through as you gather key financial information from clientsWillingness to learn the firm's approach to comprehensive planning and an appreciation for the value that a complete plan providesAttention to detail to ensure all information is entered correctly into each planLife, Accident & Health Insurance licenses (can be obtained once hired)Series 6 or 7 and 63 (or obtained within 6 months of start date)Preferred: Bachelor's degree in Business, Finance and/or related field along with the CPA, CFA, or CFP designation

Created: 2024-11-07