Financial Planning Analyst Position

The Financial Planning Analyst will utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data, preparing financial plans, assisting clients, processing transactions & trades for clients & other practice management tasks as needed. Provide general administrative operations support as needed. The ideal candidate will be adept at working autonomously while being a resourceful problem-solver, ensuring that all responsibilities are timely and delivered with high quality. They should be well-organized and comfortable responding to emails. Strong writing skills are required.

Responsibilities for Financial Planning Analyst

• Assist the Franchise Advisor and Associate Financial Advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Track and ensure that all Financial Plans are created and delivered on time.
• Gather and enter client data into Financial Planning Tool Suite
• Create financial planning deliverables
• Run illustrations and hypotheticals
• Answer questions and provide readily available information to clients, as it relates to servicing their accounts.
• Manage and resolve client service problems.
• Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.
• Perform other allowable duties as assigned by the financial advisors
• Coordinate and assist in marketing efforts as needed
• Answer office phones and/or greet clients as a backup as needed
• Manage information flow in a timely and accurate manner
• Maintain confidentiality of highly sensitive information
• Responsibilities will evolve and/or change over time

Qualifications for Financial Planning Analyst

• Securities registrations, including Series 7, Series 66 (or 63 and 65), and State life, accident and health insurance licenses required.
• Bachelor's degree required or equivalent work experience
• Two years of experience in similar financial service functions
• Detail orientated, strong math and analytical skills. Good organization and time management skills.
• Able to manage multiple priorities effectively. Able to independently work with minimal supervision.
• Able to communicate with all levels within the organization. Process oriented and can work with a team.
• A self-motivated, independent worker with an eye for identifying and creating better efficiencies.
• Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and social media web platforms
• Very strong interpersonal skills and the ability to build relationships

Job Type: Full-time

Pay: $70,000.00 - $75,000.00 per year

Benefits:

• 401(k)

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Tampa, FL 33618: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial planning: 2 years (Preferred)

License/Certification:

• Series 7, Series 66 (or 63 and 65) (Required)

Work Location: One location

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