Financial Planning Analyst - Data-Driven, Hybrid

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

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