Financial Planning Analyst

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Atlantic Group in Philadelphia, PA is seeking a Financial Planning Analyst to support wealth management, financial planning, investment analysis, and client account administration. You will work with senior team members to prepare portfolio reporting, support planning deliverables, coordinate client activity, and assist with investment research for high-net-worth clients.

Hybrid schedule with Monday–Friday on-site in Philadelphia.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field is required.
• CFP, CFA, or a related financial designation in progress or completed is preferred.
• 1–2 years of financial planning, wealth management, investment advisory, financial analysis, or related experience is preferred.
• Knowledge of wealth management, investment advisory, portfolio analysis, and financial planning is preferred.
• Strong Microsoft Excel, Word, and PowerPoint proficiency is required, with financial planning, portfolio management, or CRM system experience preferred.

Responsibilities

• Financial Planning: Support the preparation and analysis of financial planning materials for client accounts.
• Portfolio Reporting: Prepare portfolio reports, monitor investment activity, and maintain accurate financial information.
• Investment Research: Conduct research and analysis across a range of investment strategies and products.
• Client Account Support: Assist with account administration, documentation, and ongoing client service activities.
• Client Support: Prepare financial reports and investment materials for client and advisor meetings.

Skills

Analytical

Communication

Organizational

Attention to detail

Time management

Education

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

Tools

Excel

Word

PowerPoint

CRM system

Job description

Job Overview – Financial Planning Analyst

Compensation: $65,000 – $85,000/year + bonus

Location: Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Financial Planning Analyst in Philadelphia, PA for our client, supporting wealth management, financial planning, investment analysis, and client account administration. This role will work closely with senior team members to prepare portfolio reporting, support financial planning deliverables, coordinate client account activity, and assist with investment research for high-net-worth clients.

Responsibilities as the Financial Planning Analyst:

• Financial Planning: Support the preparation and analysis of financial planning materials for client accounts.
• Portfolio Reporting: Prepare portfolio reports, monitor investment activity, and maintain accurate financial information.
• Investment Research: Conduct research and analysis across a range of investment strategies and products.
• Client Account Support: Assist with account administration, documentation, and ongoing client service activities.
• Client Support: Prepare financial reports and investment materials for client and advisor meetings.

Qualifications for the Financial Planning Analyst:

• Education: Bachelor's degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field is required.
• Certification: CFP, CFA, or a related financial designation in progress or completed is preferred.
• Experience: 1–2 years of financial planning, wealth management, investment advisory, financial analysis, or related experience is preferred.
• Industry Knowledge: Knowledge of wealth management, investment advisory, portfolio analysis, and financial planning is preferred.
• Technical Skills: Strong Microsoft Excel, Word, and PowerPoint proficiency is required, with financial planning, portfolio management, or CRM system experience preferred.
• Skills & Attributes: Strong analytical, communication, organizational, attention to detail, and time management skills are required.