Job Description

Financial Planning Analyst

Cincinnati, OH

Full-Time/Direct-Hire

• Job Duties
• Create financial plans
• Create meeting agendas and “draft recommendations” (To be finalized by client facing advisor)
• Prepare additional planning or sales materials
• Build asset allocation analysis and portfolio audit reviews of prospect and client portfolios
• Coordination and communication with operations team
• Degrees, Designations, and Licenses
• Bachelor’s Degree
• Ideally started with CFP certification or desire to pursue certification
• 7/63/SIE/L&H
• Industry experience
• 1-5 years
• Skill Requirements to excel in this position
• Understanding and execution of firm’s planning philosophy and planning process
• Ability to use firm planning philosophy to develop well thought out recommendations to meet client needs
• Mastery of firm Technology (PX, CRM, Morningstar, NMCIR, etc.)
• Skill Requirements to be promoted
• Fluent and confident in financial planning, tax strategies, estate planning, investments, insurance
• Crisp and professional client communication skills
• Emotional Intelligence to understand unique “client narratives”
• Great attitude