Wealth Planning Analyst

Responsibilities:

• Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
• Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
• Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
• Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
• Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
• Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.
• Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis.
• Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.
• Assist in developing financial projections and “what-if” planning scenarios for advisor review.
• Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.
• Prepare reports and summaries of research findings to support advisor recommendations.

Required Education and Experience:

Preferred Education and Experience:

Skills and Knowledge

Qualifications

• Internship experience within a financial planning or wealth management organization.
• Commitment to pursuing the Series 65 license within a defined timeframe after hire.
• Interest in pursuing the CFP designation as part of long-term professional development.
• Skills and Knowledge
• Demonstrated ability to deliver high-quality, professional client experience through clear communication, responsiveness, and follow-through.
• Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.
• Foundational knowledge of the wealth management process, including account types, investment vehicles, and core planning strategies, with a strong interest in deepening expertise.
• Strong organizational and time management skills with the ability to balance academic commitments and professional responsibilities when applicable.
• Detail-oriented with solid analytical and problem-solving skills to support data gathering, plan development, and portfolio research.
• Clear and professional written and verbal communication skills, with the ability to summarize findings for senior advisors.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
• Collaborative mindset with enthusiasm for learning and contributing as part of an advisor team.
• Commitment to professional growth and eventual progression into a client-facing advisor role.
• We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
• By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
• EOE M/F/D/V

Preferred Qualifications

• Completed Bachelor’s degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire.