Financial Planning Analyst

myCIO Wealth Partners; Philadelphia (Philadelphia County); On-site; USD 70,000 - 95,000; Full time

Job summary

An established industry player is seeking an organized and energetic Wealth Management and Planning Analyst to assist in financial planning and investment advisory services. This entry-level position focuses on client relationship management, investment proposal preparation, and performance reviews. The ideal candidate will have a strong interest in finance, excellent communication skills, and the ability to manage multiple tasks in a fast-paced environment. Join a team that rewards dedication with attractive salaries and performance bonuses, and be part of a firm that values growth and innovation in wealth management.

Qualifications

• 0 to 2 years of relevant experience in finance or investment advisory.
• Strong interest in financial planning and investment services.
• Excellent communication and computer skills.

Responsibilities

• Compile monthly and quarterly reports on portfolio performance.
• Monitor and update client asset allocations.
• Prepare materials for client meetings.

Skills

Financial Planning

Investment Advisory

Client Relationship Management

Excel

Written Communication

Verbal Communication

Education

Bachelor's Degree in Finance

CFP or CFA Certification

Tools

Excel

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:

oMoney movement (i.e. wire and journals)

oAccount creation and maintenance

oAd hoc project management

oCRM 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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