Financial Planning Specialist

Ultimate Staffing Services; Pasadena (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Ultimate Staffing Services seeks a finance planning professional to analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions.

This internal support role focuses on planning and analysis rather than business development, requiring hands-on use of planning tools and strong communication with clients and specialists to align advice with client goals.

Qualifications

• 5+ years of experience in financial planning, investment management, or advisory services.
• Hands-on experience with financial planning software (eMoney).
• Strong knowledge of financial products, investment strategies, and regulations.

Responsibilities

• Collect and organize detailed client financial information, including assets, income, expenses, and goals.
• Maintain accurate data in financial planning tools (eMoney) to support analysis.
• Analyze client information and assist in developing financial plans aligned with client objectives.
• Prepare clear, client-ready presentations summarizing financial strategies and recommendations.
• Collaborate with external professionals (e.g., tax, legal, insurance) to gather relevant information.

Skills

Financial analysis

Client data handling

Communication

Tools

eMoney

Job description

Salary: USD90000 - USD110000 per year

analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. This is an internal support role focused on planning and analysis rather than business development.

Key Responsibilities

• Collect and organize detailed client financial information, including assets, income, expenses, and goals.
• Maintain accurate data in financial planning tools (e.g., eMoney) to support analysis.
• Analyze client information and assist in developing financial plans aligned with client objectives.
• Prepare clear, client-ready presentations summarizing financial strategies and recommendations.
• Collaborate with external professionals (e.g., tax, legal, insurance) to gather relevant information.

Qualifications & Skills

• 5+ years of experience in financial planning, investment management, or advisory services.
• Hands-on experience with financial planning software (e.g., eMoney).
• Strong knowledge of financial products, investment strategies, and industry regulations.