Financial Planning Analyst: MoneyGuidePro & CFP Path

Jamba Juice; Louisville (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage with PPO and HDHP + H

Life insurance coverage

401(k) with company match

Paid holidays

Licensing/certification costs covered

Bonus programs

Job summary

A private wealth management practice is hiring a Financial Planning Analyst to support Financial Advisors through the planning process and client meetings. The role involves building models, updating data, and delivering planning materials, with a transition from NaviPlan to MoneyGuidePro.

Opportunity to progress toward CFP certification and growth into associate advisor roles, while adhering to regulatory standards and standard business hours in a full-time capacity.

Qualifications

• Bachelor's degree in financial planning, finance, accounting, economics, or business.
• CFP coursework or CFP certification encouraged.
• Experience with financial-planning software is preferred.

Responsibilities

• Prepare preliminary financial-planning documents, recommendations, and MoneyGuidePro deliverables for advisor review and client meetings.
• Update client data and build, run, and quality-check comprehensive financial-planning models and illustrations.
• Gather and analyze client information across retirement, investments, cash flow, insurance, education, tax, and estate planning inputs.

Skills

Analytical thinking

Data interpretation

Communication skills

Client presentation

Education

Bachelor's degree in financial planning, finance, accounting, economics, business

CFP coursework or CFP certification encouraged

Tools

MoneyGuidePro

NaviPlan

Microsoft Excel

Job description

A private wealth management practice is hiring a Financial Planning Analyst to support Financial Advisors through the planning process and client meetings. The role involves building models, updating data, and delivering planning materials, with a transition from NaviPlan to MoneyGuidePro.

Opportunity to progress toward CFP certification and growth into associate advisor roles, while adhering to regulatory standards and standard business hours in a full-time capacity.