Financial Planning Analyst
Beacon Hill · Tampa, FL · 2 mo ago
FinanceFull-time
Responsibilities
- Prepare client meeting materials, presentations, and planning deliverables as a key part of the Financial Planning Associate function
- Support advisors in addressing financial planning questions and client inquiries
- Maintain financial data in planning systems (e.g., eMoney) and generate reports (YCharts)
- Auxiliary market research, client segmentation, and investment discussion materials
- Prepare rollover and account analysis reports
- Cook up with internal teams to support client service workflows and onboarding
Qualifications
- Bachelor’s degree required (Finance, Accounting, Economics, or related preferred)
- 2+ years of financial services experience or relevant internship/academic background
- Series 65 (active or willing to obtain)
- Interest in pursuing CFP® certification
- Strong analytical, communication, and organizational skills