Financial Planning Analyst — Path to CFP & MoneyGuide Pro

Jamba Juice; Tucson (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Life insurance

Disability benefits

Flexible benefits (Section 125)

Paid time off

Company 401(k) match

Licensing cost coverage

Bonus program

Career path options

Hands-on client experience

Job summary

Private Wealth Practice in Tucson, AZ seeks a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors through the planning process. The role combines plan construction, client meetings, data updates, and model creation, with MoneyGuidePro emphasis as NaviPlan transitions.

The position is full-time, non-exempt, with standard hours and overtime eligibility; offers career growth toward CFP certification and specialist tracks within the team.

Qualifications

• Bachelor's degree in financial planning, finance, accounting, economics, business or related field.
• Two years of financial-services experience preferred; internships or comparable experience considered.
• Licenses: Series 7, Series 66, and Life/Health or ability to obtain within timeframe.
• MoneyGuidePro experience strongly preferred; NaviPlan or other planning software valuable.
• CFP certification preferred; willingness to pursue CFP

Responsibilities

• Prepare preliminary financial-planning documents and MoneyGuidePro deliverables for advisor review and client meetings.
• Update planning data, run models, and quality-check comprehensive planning analyses.
• Gather and analyze retirement, investments, cash flow, insurance, education, tax, and estate inputs.
• Prepare for client meetings and present planning models with advisors.
• Finalize written plans and deliver client-ready materials.
• Support transition from NaviPlan to MoneyGuide with templates and workflows.
• Maintain accurate electronic client files and comply with regulatory requirements.
• Contribute to planning-team projects and process improvements.

Skills

Financial planning

Client meetings

Data analysis

Modeling

Excel proficiency

Communication skills

Team collaboration

Education

Bachelor's degree in finance or related

CFP Board Registered Program preferred

Tools

MoneyGuidePro

NaviPlan

Excel

Job description

Private Wealth Practice in Tucson, AZ seeks a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors through the planning process. The role combines plan construction, client meetings, data updates, and model creation, with MoneyGuidePro emphasis as NaviPlan transitions.

The position is full-time, non-exempt, with standard hours and overtime eligibility; offers career growth toward CFP certification and specialist tracks within the team.