Financial Planning Analyst

About the role

Join Baker Wealth Group as a Financial Planning Analyst where your analytical insight meets mentorship, and you're empowered to grow into an Associate Wealth Manager within 24–36 months. Anchor clients' financial futures while receiving hands-on training, and be the trusted first point of contact.

Responsibilities

• Lead portions of client cases under Senior Wealth Advisor guidance.
• Manage core planning tools, craft polished client presentations, and assist with meetings.
• Help prepare agendas, research company benefits, support tasks to completion, and follow through on meeting takeaways and correspondence.

Requirements

• A degree-holding professional in Finance, Business, Accounting, or similar (Master’s or JD, MBA a plus).
• Poised, personable, technically adept—on the path to CFP®, CFA®, CPA, or Series 65 credentials.
• Collaborative, deadline-driven, and comfortable with platforms like eMoney, Redtail, or Orion.

Why It Matters Here

• We champion fee-only, client-first planning—no products, no commissions.
• We invest in you through:
• Competitive salary ($60K–85K base; $66K–94K total comp with bonus)
• Comprehensive benefits: health, dental, vision, generous 401(k) matching, PTO, holidays
• Professional growth: Continued education, conferences, ownership opportunities, and a work environment that balances autonomy with collaboration