Financial Planning Specialist

About the role

Support financial planning efforts by partnering with investment professionals. Gather and analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. This is an internal support role focused on planning and analysis rather than business development.

Key Responsibilities

• Collect and organize detailed client financial information, including assets, income, expenses, and goals.
• Maintain accurate data in financial planning tools (e.g., eMoney) to support analysis.
• Analyze client information and assist in developing financial plans aligned with client objectives.
• Prepare clear, client-ready presentations summarizing financial strategies and recommendations.
• Collaborate with external professionals (e.g., tax, legal, insurance) to gather relevant information.

Qualifications & Skills

• 5+ years of experience in financial planning, investment management, or advisory services.
• Hands-on experience with financial planning software (e.g., eMoney).
• Strong knowledge of financial products, investment strategies, and industry regulations.