Financial Planning Analyst: MoneyGuide Pro & Growth Path

Jambalaya Group; Dayton (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Life insurance

Disability benefits

FSA/HSA

PTO 15 days

Public holidays 10

401(k) match

Licensing costs covered

Quarterly bonus program

Annual bonus potential

Career paths in planning/advising

Job summary

Jambalaya Group in Dayton is seeking a Financial Planning Analyst to support Financial Advisors through the full planning process. The role combines plan construction, data updates, and client-facing activities with MoneyGuidePro emphasis during NaviPlan transition.

The position offers a clear path toward CFP certification and advancement to Associate Financial Advisor, with a Monday–Friday schedule and overtime eligibility. Experience in private wealth planning is valued.

Qualifications

• Bachelor's degree in financial planning/finance/economics or related discipline; CFP Board program preferred.
• Two years of experience in financial services; internships or comparable experience considered.
• Licenses: Series 7/66 and Life/Health; ability to obtain licenses within timeframe.
• MoneyGuidePro experience strongly preferred; NaviPlan or other planning software valuable.
• CFP certification preferred; willingness to pursue CFP.
• Ability to read and interpret financial documents, tax returns and estate materials.
• Strong analytical, numerical, and organizational skills.
• Excellent written, verbal, and client-presentation abilities.

Responsibilities

• Prepare preliminary planning documents and MoneyGuidePro deliverables for advisor reviews.
• Update client data and build/run planning models and illustrations.
• Analyze retirement, investments, cash flow, insurance, education, taxes, and estate inputs.
• Support insurance analysis with product illustrations and reprojections.
• Prepare for client meetings with organized files and data gaps identified.
• Present planning models in client meetings with advisors; explain concepts clearly.
• Complete follow-up, draft client-ready plans and materials.
• Assist in transitioning NaviPlan to MoneyGuide; establish templates/workflows.
• Maintain electronic client files; protect confidential information.
• Contribute to planning-team projects and process improvements.

Skills

Analytical skills

Client communication

Mathematical comfort

Organizational skills

Excel proficiency

Presentation skills

Collaboration

Education

Bachelor's degree in finance/related field

CFP coursework preferred

CFP certification preferred

Tools

MoneyGuidePro

NaviPlan

Job description

Jambalaya Group in Dayton is seeking a Financial Planning Analyst to support Financial Advisors through the full planning process. The role combines plan construction, data updates, and client-facing activities with MoneyGuidePro emphasis during NaviPlan transition.

The position offers a clear path toward CFP certification and advancement to Associate Financial Advisor, with a Monday–Friday schedule and overtime eligibility. Experience in private wealth planning is valued.