Financial Planning Analyst

Job Description

This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.What is the opportunity?As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists in their respective regions. Both services require the preparation and ongoing development of our proprietary “Compass” comprehensive financial plans.What will you do?

Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists which includes determining the clients’ objectives, analyzing th...