Financial Planning Analyst: Growth & Quality Control

Jambalaya Group; Seattle (WA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) with employer contribution

Profit-sharing

Medical insurance

Transportation stipend

Paid time off

Eight paid holidays

Job summary

Paragon Wealth Advisors in Seattle, WA seeks an experienced Financial Planning Specialist to support the planning team, assist with forecasting, plan preparation, research, and client meeting support. You will review data for accuracy, help with quality control, and collaborate with advisors to move client recommendations forward; experience with Ameriprise systems is a plus.

This in-office role offers growth within the planning function and potential expanded responsibilities as the team

Qualifications

• Bachelor's degree required.
• Series 7 and Series 66 licenses strongly preferred; fully licensed candidates are preferred.
• Washington Life, Accident, and Health Insurance license preferred.
• Experience in financial planning, wealth management, paraplanning, financial analysis, or a similar role.
• Experience with financial planning software, forecasts, or comprehensive financial plans.
• Strong analytical and critical-thinking skills.
• Excellent written and verbal communication skills.
• Strong organizational skills and the ability to manage multiple priorities.
• Ability to learn and adapt to the practice's processes, technology, and planning methodology.
• Experience with Ameriprise systems and tools is a plus.

Responsibilities

• Support the preparation and development of comprehensive financial plans, forecasts, and planning analyses.
• Gather, organize, and review financial information used in the planning process.
• Review planning data and outputs to ensure information is complete, accurate, and appropriate.
• Assist with financial planning projects and analysis as directed by the planning team.
• Support Financial Advisors throughout the client planning and service process.
• Research planning questions and assist with additional analysis as needed.
• Support the review of financial planning results and identify potential planning considerations for advisor discussion.
• Depending on experience, take on increasing responsibility related to planning analysis and recommendations.

Skills

Analytical

Attention to detail

Communication

Independent work

Education

Bachelor's degree

Tools

Ameriprise systems

Job description

Paragon Wealth Advisors in Seattle, WA seeks an experienced Financial Planning Specialist to support the planning team, assist with forecasting, plan preparation, research, and client meeting support. You will review data for accuracy, help with quality control, and collaborate with advisors to move client recommendations forward; experience with Ameriprise systems is a plus.

This in-office role offers growth within the planning function and potential expanded responsibilities as the team