Financial Planning Analyst

What You’ll Do

• Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow summaries, Social Security estimates, and basic tax planning scenarios
• Gather and organize client financial data to support planning analysis
• Use financial planning tools (e.g., eMoney, MoneyGuide, Holistiplan, Social Security analysis tools) to run reports and generate projections under the guidance of planners
• Support Financial Planners by preparing planning deliverables and organizing plan outputs
• Review financial plan materials for completeness, formatting, and data accuracy
• Conduct research on financial planning, retirement, and tax-related topics and summarize findings for the planning team
• Aid in preparing client-facing presentations and internal planning resources
• Collaborate with members of the Advanced Planning team and other groups within Wealth Solutions on assigned projects
• Participate in team meetings and planning discussions to gain exposure to the financial planning process
• Maintain organization of planning materials and assist with documentation and workflow tracking
• Other duties as assigned

About the Role

The Advanced Planning Team is a centralized group of financial planners supporting advisors and their clients with financial planning analysis and insights. As a Financial Planning Analyst, you will support the preparation of financial plans by gathering data, running planning software, and assisting planners with analysis and research.

Responsibilities

• Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow summaries, Social Security estimates, and basic tax planning scenarios
• Gather and organize client financial data to support planning analysis
• Use financial planning tools (e.g., eMoney, MoneyGuide, Holistiplan, Social Security analysis tools) to run reports and generate projections under the guidance of planners
• Support Financial Planners by preparing planning deliverables and organizing plan outputs
• Review financial plan materials for completeness, formatting, and data accuracy
• Conduct research on financial planning, retirement, and tax-related topics and summarize findings for the planning team
• Aid in preparing client-facing presentations and internal planning resources
• Collaborate with members of the Advanced Planning team and other groups within Wealth Solutions on assigned projects
• Participate in team meetings and planning discussions to gain exposure to the financial planning process
• Maintain organization of planning materials and assist with documentation and workflow tracking
• Other duties as assigned

Requirements

This role is designed for early-career professionals who want to build foundational experience in financial planning while working closely with Senior Financial Planners. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field required or equivalent experience
• 0–2 years of experience in financial planning, wealth management, accounting, or financial services
• Pursuing CFP® certification preferred
• Internship or coursework related to financial planning, investments, or tax concepts preferred

Skills

• Strong analytical and problem-solving skills
• High attention to detail and strong organizational skills
• Ability to learn financial planning concepts and tools quickly
• Clear written and verbal communication skills
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Familiarity with financial planning tools such as eMoney, MoneyGuide, or similar software is a plus

Benefits

The Base Salary range for this position is between $80,000-$90,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Culture & Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule