Financial Planning & Analysis Specialist

Ultimate Staffing Services; Pasadena (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

Ultimate Staffing Services is seeking an internal support role to assist our financial planning team in Pasadena, CA. This position focuses on data gathering, analysis, and coordination with external professionals to deliver comprehensive financial solutions.

The ideal candidate will bring 5+ years of financial planning or advisory experience, strong knowledge of financial products, and hands-on experience with eMoney. This is a planning/analysis-focused role rather than business development.

Qualifications

• 5+ years of experience in financial planning, investment management, or advisory services.

Responsibilities

• Collect and organize detailed client financial information, including assets, income, expenses, and goals.
• Maintain accurate data in financial planning tools (e.g., eMoney) to support analysis.
• Analyze client information and assist in developing financial plans aligned with client objectives.
• Prepare clear, client-ready presentations summarizing financial strategies and recommendations.
• Collaborate with external professionals (e.g., tax, legal, insurance) to gather relevant information.

Skills

Financial planning exp

eMoney software

Investment knowledge

Tools

eMoney

Job description

Ultimate Staffing Services is seeking an internal support role to assist our financial planning team in Pasadena, CA. This position focuses on data gathering, analysis, and coordination with external professionals to deliver comprehensive financial solutions.

The ideal candidate will bring 5+ years of financial planning or advisory experience, strong knowledge of financial products, and hands-on experience with eMoney. This is a planning/analysis-focused role rather than business development.