Title: Personal Planning Analyst
Location: Mequon, WI (hybrid role)
Compensation: $85K-100K base salary plus bonuses and benefits
Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.
They are seeking to add a Personal Planning Analyst to their inclusive and fun working environment with room for growth and advancement. They place a high value on team culture and take pride in the special environment they have created together.
They offer a competitive benefits package, work from home flexibility and amazing team events and outings.
Responsibilities
- Oversee the development and monitoring of client’s financial plans to help each client achieve their unique goals
- Work closely with clients to obtain their financial data, keep it up to date and run scenarios in the planning software
- Assist in providing peace of mind across all aspects of client's retirement and distribution planning including: maximizing tax efficiencies, managing investments, insurance, and estate planning, incorporating social security analysis and Roth conversion strategies
Qualifications
- 2+ years of financial planning experience with the ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals
- Strong client-centered communication skills and a desire to participate and meet directly with clients
- Initiative and follow through as you gather key financial information from clients
- Willingness to learn the firm's approach to comprehensive planning and an appreciation for the value that a complete plan provides
- Attention to detail to ensure all information is entered correctly into each plan
- Life, Accident & Health Insurance licenses (can be obtained once hired)
- Series 6 or 7 and 63 (or obtained within 6 months of start date)
- Preferred: Bachelor's degree in Business, Finance and/or related field along with the CPA, CFA, or CFP designation
