Financial Planning Analyst: Data-Driven Insights

Foundations Investment Advisors, LLC; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Foundations Investment Advisors, LLC in Phoenix seeks a detail-oriented Financial Planning Analyst to support the financial planning and case preparation process. You will review client financial information, prepare analysis, and utilize a variety of planning and investment technology platforms to generate clear, actionable insights.

The role emphasizes turning client statements into organized data, assisting with investment, risk, retirement income, and portfolio analysis, and collaborating

Qualifications

• Foundational understanding of the financial services industry.
• Comfortable working with financial data and client statements.
• Ability to turn statements into organized, actionable analysis.

Responsibilities

• Review and analyze client financial statements, investment accounts, insurance and annuity information, and other financial documents.
• Organize and prepare client data for financial planning and case analysis.
• Assist with investment, risk, retirement income, and portfolio analysis.
• Utilize financial planning and investment analysis platforms such as Morningstar, Kwanti, Income Lab, and Nitrogen, along with Foundations' proprietary planning and analysis tools.
• Prepare reports, illustrations, comparisons, and supporting materials for financial advisors and internal teams.
• Identify missing or incomplete information needed to properly prepare and analyze cases.
• Ensure client information and analysis are entered accurately and consistently across systems.
• Work closely with advisors and internal teams to help move cases efficiently from initial information gathering through analysis and presentation preparation.
• Learn and apply Foundations' internal processes, analytical methodologies, and proprietary technology.

Skills

Financial data analysis

Attention to detail

Client data processing

Tools

Morningstar

Kwanti

Income Lab

Nitrogen

Foundations proprietary tools

Job description

Foundations Investment Advisors is looking for a detail-oriented and analyticalFinancial Planning Analystto join our team. This role will support the financial planning and case preparation process by reviewing client financial information, preparing analysis, and utilizing a variety of financial planning and investment technology platforms.

The ideal candidate has a foundational understanding of the financial services industry, is comfortable working with financial data, and can accurately turn client statements and information into organized, actionable analysis.

Key Responsibilities:

• Review and analyze client financial statements, investment accounts, insurance and annuity information, and other financial documents.
• Organize and prepare client data for financial planning and case analysis.
• Assist with investment, risk, retirement income, and portfolio analysis.
• Utilize financial planning and investment analysis platforms such as Morningstar, Kwanti, Income Lab, and Nitrogen, along with Foundations' proprietary planning and analysis tools.
• Prepare reports, illustrations, comparisons, and supporting materials for financial advisors and internal teams.
• Identify missing or incomplete information needed to properly prepare and analyze cases.
• Ensure client information and analysis are entered accurately and consistently across systems.
• Work closely with advisors and internal teams to help move cases efficiently from initial information gathering through analysis and presentation preparation.
• Learn and apply Foundations' internal processes, analytical methodologies, and proprietary technology.