Financial Planning Analyst

Premier Resources Group (PRG); Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Premier Resources Group (PRG) is seeking a financial planning professional to partner with advisors and clients to deliver tailored guidance and planning outcomes. Responsibilities include agenda setting, drafting recommendations, preparing planning materials, and building asset allocation analyses and portfolio reviews for prospects and clients.

A Bachelor’s degree and 1–5 years of industry experience are expected; CFP aspiration or certification is preferred, with proficiency across planning

Qualifications

• Bachelor’s Degree is required.
• 1-5 years of industry experience.
• Ideally started with CFP certification or pursuing certification.
• 7/63/SIE/L&H licenses preferred.
• Experience with financial planning processes and client needs.

Responsibilities

• Create meeting agendas and draft recommendations.
• Prepare planning or sales materials.
• Build asset allocation analysis and portfolio audits.
• Coordinate with operations team.

Skills

Financial planning

Client communication

Emotional intelligence

Tax strategies

Estate planning

Investments

Education

Bachelor’s Degree

CFP certification or pursuing

Tools

PX

CRM

Morningstar

NMCIR

Job description

• Create meeting agendas and “draft recommendations” (To be finalized by client facing advisor)
• Prepare additional planning or sales materials
• Build asset allocation analysis and portfolio audit reviews of prospect and client portfolios
• Coordination and communication with operations team
• Degrees, Designations, and Licenses
• Bachelor’s Degree
• Ideally started with CFP certification or desire to pursue certification
• 7/63/SIE/L&H
• Industry experience
• 1-5 years
• Skill Requirements to excel in this position
• Understanding and execution of firm’s planning philosophy and planning process
• Ability to use firm planning philosophy to develop well thought out recommendations to meet client needs
• Mastery of firm Technology (PX, CRM, Morningstar, NMCIR, etc.)
• Skill Requirements to be promoted
• Fluent and confident in financial planning, tax strategies, estate planning, investments, insurance
• Crisp and professional client communication skills
• Emotional Intelligence to understand unique “client narratives”