Financial Planning Analyst

Mason Investment Advisory Services, Inc.; Reston (VA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical/dental insurance

401(k) with company match

Hybrid work schedule (3 days onsite)

Competitive salary

Job summary

Mason Investment Advisory Services, Inc. in Reston, VA is seeking a Financial Planning Analyst who loves numbers and financial modeling. This hybrid role focuses on behind-the-scenes analytical work, building plans and analyses for wealth advisors, with no client meetings required.

The ideal candidate has strong Excel skills, comfort with large datasets, and attention to detail. Prior coursework or experience in financial planning or tax is a plus, with growth opportunities in a collaborative

Qualifications

• Bachelor's degree in finance, accounting, or financial planning.
• 1+ years of experience in financial planning, wealth management, or tax analysis.
• Proficiency with Excel and planning software; knowledge of tax concepts is a plus.

Responsibilities

• Build comprehensive financial plans for high-net-worth individuals by analyzing client data and planning software outputs.
• Run and interpret financial modeling scenarios (retirement, cash flow, tax, estate planning) for wealth advisors.
• Prepare planning deliverables and supporting analysis for advisor review and client presentations.
• Potential to join Tax Team during Tax Season as a tax preparer (Federal and State returns).
• Perform additional analytical tasks such as estate diagrams and equity summaries.

Skills

Analytical skills

Independent work

Data analysis

Comfort with numbers

Time management

Education

Bachelor’s degree in finance, accounting, or financial planning

CFP, CPA, or EA coursework (plus)

Tools

Excel

Data visualization tools

eMoney

Holistiplan

BNA Income Tax Planner

Job description

Reston, Virginia (Hybrid - 3 days/week onsite)

Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients.

We are seeking a motivated, well-organized, detail-oriented candidate to join our team as a Financial Planning Analyst. This is an ideal role for someone who loves working with numbers, data, and financial modeling \u2014 and who wants to focus on the analytical craft of financial planning without being in front of clients. You’ll work behind the scenes, building the plans and analyses that our wealth advisors bring to their clients. Prior coursework and/or work experience with financial planning and tax is a plus. No selling, no client meetings required.

The ideal candidate is proficient with financial and tax concepts, enjoys digging into client data to build accurate and insightful analyses, has strong attention to detail, and can juggle multiple deadlines. Excel proficiency and comfort working with numbers all day are a must. In return, we offer a friendly, collaborative atmosphere of professionals with a wealth of knowledge and experience.

We offer excellent benefits including a competitive salary, medical/dental insurance, a 401(k) plan plus company match and a great work environment. We are looking forward to finding the right person to join the Mason Investment Advisory Services, Inc. team. This position is based in Reston, VA headquarters with a hybrid expectation - 3 days/week onsite.

Specific Responsibilities at Mason include:

• Build comprehensive, customized financial plans for high-net-worth individuals and families by analyzing client data, internal proprietary data, and planning software outputs.
• Run and interpret financial modeling scenarios (retirement projections, cash flow, tax planning, estate planning) in support of wealth advisors.
• Prepare planning deliverables, illustrations, and supporting analysis for advisors to review and present to clients.
• Opportunity to join our Tax Team during Tax Season for at least 50% of the week as a tax preparer. Prepare both Federal and State individual income tax returns. No tax preparation experience required.
• Perform other analytical tasks as needed, such as estate plan diagrams and equity summaries.

Qualifications (necessary skills and experience required)

• Bachelor’s degree from an accredited university; major in financial planning, finance, or accounting preferred.
• CFP, CPA, or EA coursework a plus, but not required — this is a non-client-facing, non-advisor-track role.
• 1+ years of experience in financial planning, wealth management, or tax analysis preferred; experience with high-net-worth client data a plus.
• Experience with individual income tax preferred.
• Strong analytical skills and comfort working independently with large sets of financial data
• No FINRA licensing required.
• Experience with comprehensive financial planning software packages (eMoney preferred), tax modeling software (Holistiplan or BNA Income Tax Planner preferred), tax preparation software, proficiency with Excel, and data visualization tools a plus.