Financial Planning Analyst

Jambalaya Group; Dayton (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Life insurance

Disability benefits

FSA/HSA

PTO 15 days

Public holidays 10

401(k) match

Licensing costs covered

Quarterly bonus program

Annual bonus potential

Career paths in planning/advising

Job summary

Jambalaya Group in Dayton is seeking a Financial Planning Analyst to support Financial Advisors through the full planning process. The role combines plan construction, data updates, and client-facing activities with MoneyGuidePro emphasis during NaviPlan transition.

The position offers a clear path toward CFP certification and advancement to Associate Financial Advisor, with a Monday–Friday schedule and overtime eligibility. Experience in private wealth planning is valued.

Qualifications

• Bachelor's degree in financial planning/finance/economics or related discipline; CFP Board program preferred.
• Two years of experience in financial services; internships or comparable experience considered.
• Licenses: Series 7/66 and Life/Health; ability to obtain licenses within timeframe.
• MoneyGuidePro experience strongly preferred; NaviPlan or other planning software valuable.
• CFP certification preferred; willingness to pursue CFP.
• Ability to read and interpret financial documents, tax returns and estate materials.
• Strong analytical, numerical, and organizational skills.
• Excellent written, verbal, and client-presentation abilities.

Responsibilities

• Prepare preliminary planning documents and MoneyGuidePro deliverables for advisor reviews.
• Update client data and build/run planning models and illustrations.
• Analyze retirement, investments, cash flow, insurance, education, taxes, and estate inputs.
• Support insurance analysis with product illustrations and reprojections.
• Prepare for client meetings with organized files and data gaps identified.
• Present planning models in client meetings with advisors; explain concepts clearly.
• Complete follow-up, draft client-ready plans and materials.
• Assist in transitioning NaviPlan to MoneyGuide; establish templates/workflows.
• Maintain electronic client files; protect confidential information.
• Contribute to planning-team projects and process improvements.

Skills

Analytical skills

Client communication

Mathematical comfort

Organizational skills

Excel proficiency

Presentation skills

Collaboration

Education

Bachelor's degree in finance/related field

CFP coursework preferred

CFP certification preferred

Tools

MoneyGuidePro

NaviPlan

Job description

A well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial-planning process. This is an immediate and important hiring need, and the practice may hire up to two exceptional candidates. The role combines plan construction and analysis with meaningful client-facing responsibility. This person will update planning data, create and run models and illustrations, prepare and track deliverables, participate in client meetings, and communicate about the planning process. The practice is transitioning from NaviPlan to MoneyGuide, making prior MoneyGuidePro experience especially valuable. The position can support either a long-term career as a planning specialist or a growth path toward the CFP certification, the practice's concierge team, and ultimately an Associate Financial Advisor opportunity. This full-time, non-exempt position generally follows a Monday-Friday, standard businesshours schedule and is eligible for overtime in accordance with applicable law.

• Prepare preliminary financial-planning documents, recommendations, and product-solution analyses - including MoneyGuidePro deliverables - for advisor review, approval, and use in client meetings
• Update client data and build, run, and quality-check comprehensive financial-planning models, scenario analyses, and supporting illustrations
• Gather and analyze client information across retirement, investments, cash flow, insurance, education, tax considerations, estate-planning inputs, and other planning areas
• Support insurance-solution analysis by preparing product illustrations and in-force reprojections for advisor review within applicable licensing, supervisory, and role-authority parameters
• Prepare for client meetings by assembling files, entering planning data, producing supporting documents, and identifying data gaps or follow-up items
• Present financial-planning models in client meetings alongside Financial Advisors and help communicate planning concepts and next steps clearly
• Complete meeting follow-up, prepare written financial plans, and create, track, and deliver clientready planning materials and communications
• Support the practice's transition from NaviPlan to MoneyGuide by helping establish consistent templates, workflows, documentation, and quality standards
• Maintain accurate electronic client files, protect confidential information, and follow all practice, regulatory, and data-security procedures
• Contribute to planning-team projects and process improvements as requested

• Bachelor's degree in financial planning, finance, accounting, economics, business, or a related discipline; graduation from an accredited CFP Board Registered Program is strongly preferred
• Two years of experience with a financial-services firm offering investment management, insurance products, and comprehensive financial planning preferred; relevant internships or comparable experience will also be considered
• Series 7, Series 66, and Life/Health insurance licenses, or the ability and commitment to obtain the required licenses within an agreed timeframe
• MoneyGuidePro experience strongly preferred; NaviPlan or other comprehensive planning software experience is also valuable
• CFP certification preferred; CFP coursework or a genuine willingness to pursue the CFP certification is valuable
• Ability to read and interpret account statements, tax returns, estate documents, business materials, technical procedures, and applicable regulations
• Strong analytical judgment, mathematical comfort, accuracy, organization, and the ability to evaluate multiple planning scenarios
• Excellent written, verbal, and client-presentation skills, with the judgment to communicate complex information clearly and professionally
• Proficiency with Microsoft Excel, Word, Outlook, Teams, Adobe, client-management systems, databases, and other business software
• Integrity, empathy, discretion, and the ability to collaborate across advisor and service teams while managing multiple priorities and deadlines

Benefits for eligible full-time employees include:

• Medical coverage with PPO and high-deductible health plan options, including an HSA option; the practice pays the full cost of employee-only medical, dental, and vision coverage
• $50,000 in employer-paid group life insurance, plus employer-paid short- and long-term disability benefits
• Section 125 flexible benefits, including a healthcare Flexible Spending Account and Dependent Care Reimbursement Account
• 15 PTO days annually, prorated in the first year based on hire date following the policy's 30-day eligibility period; 20 days beginning in the third year and 25 days beginning in the fifth year
• 10 observed paid holidays each year
• 401(k) retirement plan with pre-tax and Roth contribution options and a company match of up to 4% when the employee contributes at least 5%
• Full payment of approved licensing and credentialing costs
• Staff bonus program: $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved
• Annual holiday bonus eligibility; amount varies based on role and performance
• Two meaningful career paths: long-term specialization in financial planning or advancement toward an Associate Financial Advisor role
• Hands‑on exposure to complex planning, insurance analysis, client meetings, and experienced advisors

Benefit eligibility and administration are governed by the practice's current plan documents and policies.

Background Check Employment with this practice is contingent upon the successful completion of a background check.

Equal Opportunity Employer This practice is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law.