Financial Planner

SolomonEdwards; Philadelphia (Philadelphia County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Performance bonus

Profit sharing

Career growth opportunities

Job summary

SolomonEdwards in the Philadelphia area is seeking a Financial Planner / Financial Planning Analyst to join an expanding wealth management team. This is ideal for a recent or early-career business graduate aiming to build a long-term career in financial planning and investment advisory services.

The role involves supporting senior planners, performing portfolio analysis, preparing client materials, analyzing investments, and maintaining client records.

Qualifications

• 0-2 years of professional experience; internships or relevant academic experience are a plus.
• Bachelor's degree in Business, Finance, Accounting, Economics, Financial Planning, or a related field is required.
• Interest in pursuing CFP®, CFA, or another relevant professional designation is a plus.

Responsibilities

• Support Senior Financial Planners and Advisors with client financial planning and wealth management needs
• Assist with investment portfolio analysis, performance reporting, and asset allocation reviews
• Prepare materials and presentations for client meetings
• Assist with financial planning analyses, tax projections, and related client deliverables
• Research and perform due diligence on investment products, including mutual funds, ETFs, separate accounts, and alternative investments
• Assist with client account openings, maintenance, money movement, and custodian-related documentation
• Maintain accurate client information and CRM records
• Assist with financial planning and investment-related projects and other ad hoc analyses

Skills

Analytical and quantitative skills

Excel

Microsoft Office

Written and verbal communication

Attention to detail

Self-motivated learner

Interest in CFP/CFA

Education

Bachelor's degree in Business/Finance/Economics/Accounting/Financial Planning or related field

Job description

Philadelphia Area | Full-Time

Growing independent wealth management firm is seeking a Financial Planner / Financial Planning Analyst to join its expanding team. This is an excellent opportunity for a recent or early-career business graduate looking to build a long-term career in financial planning, wealth management, and investment advisory services.

The ideal candidate will be a strong academic performer with a 3.5 GPA or higher and a Bachelor's degree in Business, Finance, Accounting, Economics, Financial Planning, or a related business discipline.

What you'll do

• Support Senior Financial Planners and Advisors with client financial planning and wealth management needs
• Assist with investment portfolio analysis, performance reporting, and asset allocation reviews
• Prepare materials and presentations for client meetings
• Assist with financial planning analyses, tax projections, and related client deliverables
• Research and perform due diligence on investment products, including mutual funds, ETFs, separate accounts, and alternative investments
• Assist with client account openings, maintenance, money movement, and custodian-related documentation
• Maintain accurate client information and CRM records
• Assist with financial planning and investment-related projects and other ad hoc analyses

What we're looking for

• Bachelor's degree in Business, Finance, Accounting, Economics, Financial Planning, or a related field
• 0-2 years of professional experience; internships or relevant academic experience are a plus
• Strong interest in financial planning, investments, and wealth management
• Excellent analytical, organizational, written, and verbal communication skills
• Strong Excel and Microsoft Office skills
• Highly detail-oriented with the ability to manage multiple priorities and meet deadlines
• Self-motivated, dependable, and eager to learn
• Interest in pursuing the CFP®, CFA, or another relevant professional designation is a plus

Why this opportunity?

This is an opportunity to join a highly respected independent wealth management organization with significant growth and exposure to sophisticated financial planning and investment strategies. You'll work closely with experienced advisors and planners while developing the skills needed for a long-term career in wealth management.

Competitive salary + performance bonus + profit sharing and excellent long-term career growth.