Financial Planning Analyst

myCIO Wealth Partners; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Bonus & profit sharing

Job summary

myCIO Wealth Partners is seeking an organized, energetic Wealth Management and Planning Analyst to assist Senior Analysts and Advisors with client needs, reports, and financial planning deliverables.

The role emphasizes administration of client relationships, account openings, and custodian paperwork, with opportunities to contribute to investment and tax planning for high-net-worth clients.

Qualifications

• 0–2 years of relevant experience is preferred.
• Bachelor's degree or higher from an accredited university; major in financial planning, accounting, finance, or economics preferred.
• Completed or pursuing CFP®, CFA or similar designation.
• Strong interest in investment advisory and general financial planning services.
• Excellent written & verbal communications skills.
• Excellent computer skills including Excel, Word, Power Point.

Responsibilities

• Compile monthly & quarterly reports on portfolio performance.
• Monitor and update client asset allocations.
• Perform due diligence on investment mutual funds, ETFs, separate account managers, and hedge funds.
• Prepare and coordinate materials for client meetings.
• Compile quarterly tax projections.
• Preparation and/or review of select client income tax returns (Forms 1040, etc).
• Support the Partners and their team with operational functions such as money movement, account creation and maintenance, ad hoc project management, and CRM database management.

Skills

0-2 years experience

Communication skills

Organizational skills

Self-motivation

Ability to work under pressure

Interest in investment advisory

Education

Bachelor's degree or higher (finance-related)

CFP/CFA or related designation in progress

Tools

Tamarac

eMoney

Zephyr

Portfolio Center

Job description

myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $14 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader in objective financial planning and investment advisory advice.

We are looking for organized, energetic and smart individuals to join and participate in our unprecedented growth.

Position Overview:

Our Wealth Management and Planning Analyst works with Senior Analysts and Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including daily account administration, investment proposal and performance review preparation, as well as assisting in preparing deliverables that cover all areas of Financial Planning. The role will have a strong focus on administration of client relationships including account openings, alternative investment subscriptions, and various custodian-related paperwork.

Key Areas of Responsibility:

• Compile monthly & quarterly reports on portfolio performance
• Monitor and update client asset allocations
• Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
• Prepare and coordinate materials for client meetings
• Compile quarterly tax projections
• Preparation and/or review of select client income tax returns (Forms 1040, etc).
• Support the Partners and their team by providing operational functions such as:
• Money movement (i.e. wire and journals)
• Account creation and maintenance
• Ad hoc project management
• CRM database management

Qualifications:

• 0 to 2 years of relevant experience
• Completed or pursuing CFP®, CFA or similar designation
• Bachelors’ degree or higher from an accredited university; major in financial planning business, accounting, finance, or economics preferred
• Strong interest in investment advisory and general financial planning services
• Excellent written & verbal communications skills
• Excellent computer skills, including Excel, Word, Power Point. Experience with Tamarac, eMoney, Zephyr, Portfolio Center desirable but not necessary
• Reliable, follows through on commitments; a self-starter when it comes to new challenges
• Must be organized, detail-oriented and able to manage and prioritize tasks
• Able to work under pressure and meet deadlines in a fast-paced, demanding environment

myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.