Entry-Level Financial Planning Analyst

Clearstead; Radnor (Delaware County); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Clearstead seeks a Planning Associate to support its integrated planning model. You will prepare analyses, document assumptions, and deliver client-ready materials under established standards, developing proficiency in financial planning and serving as an entry point into the career path.

You will collaborate with the Financial Planning team, organize inputs, track follow-up, and escalate complex issues to senior planners while maintaining high-quality client experiences across the firm.

Qualifications

• Bachelor’s degree or equivalent.
• CFP® certification, active progress toward certification, or commitment to pursuing within timeframe.

Responsibilities

• Prepare and maintain accurate net worth reports and reconcile assets.
• Prepare cash flow analyses and summarize findings for review.
• Review wills, trusts, powers of attorney, and other documents to identify planning opportunities.

Skills

Analytical ability

Attention to detail

Organization

Written communication

Verbal communication

Judgment and discretion

Education

Bachelor’s degree

Tools

Microsoft 365

Financial planning software

Job description

Clearstead seeks a Planning Associate to support its integrated planning model. You will prepare analyses, document assumptions, and deliver client-ready materials under established standards, developing proficiency in financial planning and serving as an entry point into the career path.

You will collaborate with the Financial Planning team, organize inputs, track follow-up, and escalate complex issues to senior planners while maintaining high-quality client experiences across the firm.