Financial Planning Analyst
Key Responsibilities (but not limited to):
- To create comprehensive financial plans for new clients. This includes both working collaboratively with the Wealth Management Advisor and current team members in addition to having your own aligned thinking to best construct a customized financial plan for a client.
- A key priority would be to interpret client data, understand time-lined goals and feelings and synchronize the right written or digital plan that may include but limited to:
- Investments
- Retirement Planning
- Retirement Income Distribution Planning
- Estate Planning Concepts
- Life insurance analysis
- Disability and Long Term Care insurance analysis
- Asset/Liability management and cash flow scenarios
- Tax implications
- Education Funding
- Major Purchase Planning
- Saving Strategies
- Business Planning
- The role will be responsible for updating financial plans for the existing client base as well. This would include staying in tune to relevant client goals and current economic and market conditions to provide the most prepared analysis and recommendations for the client.
- Ensure the Wealth Management Advisor is briefed on planning and investment updates prior to meetings along with being able to interface with clients themselves to best explain analysis and recommendations in their situation.
- Create and/or update investment proposals and insurance illustrations for clients.
- Ensure all client data is tracked appropriately in CRM.
Qualifications:
- Bachelor’s Degree
- Certified Financial Planner ® designation
- 3+ years in financial planning
Location: Hybrid: 4x a week in Stamford office
Salary: 80-110k
