Financial Planning Analyst (Wealth Management)

Mattern Capital Management; Lakewood (CO); On-site; USD 90,000 - 100,000; Full time

Job summary

An established industry player is seeking a detail-oriented Financial Planning Analyst to join their dynamic team. This role offers the chance to support financial advisors in developing comprehensive financial plans and analyzing client data. With a focus on retirement planning, investment management, and tax strategies, you'll contribute to helping clients achieve their financial goals. The collaborative environment fosters professional growth, making it an exciting opportunity for those passionate about finance. If you're ready to make a meaningful impact in a client-centric culture, this position is perfect for you.

Benefits

Competitive salary and benefits package

Collaborative work environment

Opportunities for professional development

Exposure to diverse client base

Qualifications

• 3–5 years of experience in financial planning or related financial services role.
• CFP certification or progress toward obtaining CFP designation is highly preferred.

Responsibilities

• Assist in the preparation and analysis of comprehensive financial plans.
• Conduct financial research and analysis to inform client strategies.
• Prepare detailed client reports and presentations summarizing financial recommendations.

Skills

Financial Planning

Analytical Skills

Communication Skills

Problem-Solving Skills

Interpersonal Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Tools

eMoney

MoneyGuidePro

Microsoft Office Suite

Job description

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At Mattern Capital Management, we are dedicated to delivering personalized financial planning and wealth management services. We are seeking a driven and detail-oriented Financial Planning Analyst to join our dynamic team. The ideal candidate will have 3–5 years of experience in financial services and a strong commitment to helping clients achieve their financial goals.

Position Overview:

The Financial Planning Analyst will support financial advisors in the development and management of comprehensive financial plans. This role involves analyzing client financial data, preparing detailed reports, and providing strategic insights. This is an excellent opportunity to grow professionally in a collaborative, client-focused environment.

Key Responsibilities:

• Assist in the preparation and analysis of comprehensive financial plans, including retirement planning, tax strategies, investment management, and estate planning.
• Conduct financial research and analysis to inform client strategies.
• Collaborate with advisors to collect, review, and maintain accurate client information.
• Prepare detailed client reports and presentations summarizing financial recommendations and strategies.
• Monitor industry trends, regulatory updates, and best practices in financial planning.
• Deliver exceptional client service by responding to inquiries and supporting the overall client experience.

Qualifications:

• 3–5 years of experience in financial planning or a related financial services role.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and Microsoft Office Suite (Excel, Word, PowerPoint).
• CFP certification or progress toward obtaining CFP designation is highly preferred.
• Strong analytical, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail.
• Strong interpersonal skills and the ability to build trusted relationships with clients and colleagues.

Why Join Mattern Capital Management?

• Competitive salary and benefits package.
• Collaborative, supportive, and growth-oriented work environment.
• Exposure to a diverse client base and complex financial planning scenarios.
• Opportunities for continuous professional development and career advancement.
• A client-centric culture focused on helping individuals achieve financial security.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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