Financial Planning Analyst: MoneyGuide Pro & CFP Path

Jambalaya Group; Louisville (KY); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off (PTO)

Job summary

Jambalaya Group, a well-established private wealth management practice, seeks a Financial Planning Analyst to support Financial Advisors through the planning process, including model building, data updates, and client meetings.

The role emphasizes MoneyGuidePro experience, with consideration for NaviPlan familiarity, and offers potential growth toward Associate Financial Advisor roles within a collaborative team environment in Louisville.

Qualifications

• Bachelor's degree in financial planning, finance, accounting, economics, business, or a related discipline; CFP Board Registered Program preferred

Responsibilities

• Prepare preliminary financial-planning documents and MoneyGuidePro deliverables for advisor review and client meetings
• Update client data and run comprehensive planning models and illustrations
• Gather and analyze retirement, investments, cash flow, insurance, education, tax, and estate inputs
• Prepare for client meetings by assembling files and identifying data gaps
• Present planning models in meetings and explain concepts clearly
• Support NaviPlan to MoneyGuide transition with consistent templates and workflows
• Maintain accurate electronic client files and protect confidential information
• Contribute to planning-team projects and process improvements

Skills

Attention to detail

Analytical thinking

Client communication

Microsoft Excel

MoneyGuidePro

NaviPlan

Data modeling

Team collaboration

Education

Bachelor's degree in finance or related field

CFP Board Registered Program preferred

Tools

MoneyGuidePro

NaviPlan

Excel

Outlook

Teams

Adobe

CRM systems

Job description

Jambalaya Group, a well-established private wealth management practice, seeks a Financial Planning Analyst to support Financial Advisors through the planning process, including model building, data updates, and client meetings.

The role emphasizes MoneyGuidePro experience, with consideration for NaviPlan familiarity, and offers potential growth toward Associate Financial Advisor roles within a collaborative team environment in Louisville.