Financial Planning Analyst: MoneyGuide Pro & Client Impact

Jamba Juice; Dayton (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage with PPO/HSA options

Life insurance coverage

Disability benefits

Paid holidays

PTO 15 days

401(k) with company match

Licensing/Credentialing costs covered

Bonus program

Job summary

Private Wealth Management Practice in Ohio seeks a Financial Planning Analyst to support Financial Advisors through the planning process. The role includes updating data, building models, and preparing client-ready materials while participating in client meetings.

Experience with MoneyGuidePro and NaviPlan is valued; CFP certification path is encouraged and licensure may be pursued within the agreed timeframe. Standard full-time schedule with potential overtime.

Qualifications

• Bachelor's degree in financial planning, finance, accounting, economics, business, or a related discipline.
• Two years of experience with a financial-services firm offering investment management, insurance products, and comprehensive financial planning preferred; relevant internships or comparable experience will also be considered.
• Series 7, Series 66, and Life/Health licenses, or ability to obtain them within an agreed timeframe.
• MoneyGuidePro experience strongly preferred; NaviPlan or other planning software experience is valuable.
• CFP certification preferred; CFP coursework or willingness to pursue CFP certification is valuable.
• Ability to read and interpret financial documents, tax returns, and estate materials.
• Strong analytical judgment and communication skills.

Responsibilities

• Prepare preliminary financial-planning documents and MoneyGuidePro deliverables for advisor review and client meetings.
• Update client data and build, run, and quality-check comprehensive planning models and illustrations.
• Gather and analyze client information across retirement, investments, cash flow, insurance, education, tax, and estate planning.
• Prepare for client meetings with files, data, and follow-up items; present planning models in meetings with Advisors.
• Complete meeting follow-up, draft written financial plans, and deliver client-ready materials.

Skills

Client-facing communication

Analytical thinking

Team collaboration

Time management

Education

Bachelor's degree in finance/related field

CFP certification preferred

Tools

MoneyGuidePro

NaviPlan

Microsoft Excel

Word

Outlook

Teams

Adobe

CRM systems

Job description

Private Wealth Management Practice in Ohio seeks a Financial Planning Analyst to support Financial Advisors through the planning process. The role includes updating data, building models, and preparing client-ready materials while participating in client meetings.

Experience with MoneyGuidePro and NaviPlan is valued; CFP certification path is encouraged and licensure may be pursued within the agreed timeframe. Standard full-time schedule with potential overtime.