Financial Planning Analyst – Launch Your Career

Clearstead Advisors; Radnor (Delaware County); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Clearstead is seeking a Planning Associate to support its integrated planning model by preparing analyses and client-ready deliverables under established standards. This entry point role develops technical proficiency, organizes inputs, documents assumptions, completes assigned follow-ups, and escalates matters requiring more experienced judgment.

Working as part of the firmwide Financial Planning team, the Planning Associate helps advisors and client service teams deliver a consistent, timely,

Qualifications

• Bachelor's degree or an equivalent combination of education and relevant experience.
• Prior financial planning experience is not required; relevant coursework, internships, client service experience, or exposure to financial services may support success at this level.
• CFP® certification, active progress toward certification, or a demonstrated commitment to pursuing the credential within an agreed-upon timeframe.
• Strong analytical ability, attention to detail, organization, and written and verbal communication skills, with sound judgment and discretion in handling confidential client and firm information.

Responsibilities

• Prepare and maintain accurate net worth reports and flag changes in assets or liabilities.
• Prepare cash flow analyses and modeling in financial planning software.
• Review wills, trusts, and other documents to prepare summaries and flowcharts.
• Assist with research and modeling of financial planning strategies under senior supervision.
• Prepare analyses addressing Social Security, Medicare, education funding, insurance, pensions, and executive compensation.
• Prepare performance reports and client communications highlighting metrics and planning considerations.
• Develop client-ready planning deliverables and meeting materials.
• Organize client information, identify missing inputs, and document assumptions for review.

Skills

Analytical ability

Attention to detail

Communication skills

Discretion

Education

Bachelor's degree or equivalent

Tools

MS 365

CRM software

Document management

Job description

Clearstead is seeking a Planning Associate to support its integrated planning model by preparing analyses and client-ready deliverables under established standards. This entry point role develops technical proficiency, organizes inputs, documents assumptions, completes assigned follow-ups, and escalates matters requiring more experienced judgment.

Working as part of the firmwide Financial Planning team, the Planning Associate helps advisors and client service teams deliver a consistent, timely,