Financial Planning Tool Desk Analyst — CFP Track

PowerToFly; Baltimore (MD); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Comprehensive employee benefits

401(k) plan

Paid time off

Job summary

A leading financial services firm in Baltimore is seeking a Financial Planning Service Desk Analyst/Associate to assist Financial Advisors. The role requires aggregating feedback, resolving technical issues, and providing high-level support. Candidates must have a Bachelor's degree and strong communication skills. This position offers competitive salary between $70,000 and $85,000 per year and provides opportunities for professional advancement, including certification in financial planning.

Qualifications

• Securities Industry Essentials (SIE) required, Series 7 and 66 preferred.
• 2+ years of financial services experience or related industry preferred.
• Ability to work efficiently under pressure.

Responsibilities

• Provide expert level guidance to Financial Advisors and Client Service Associates.
• Aggregate feedback and address technical issues.
• Field incoming calls and provide high-level service.

Skills

Strong verbal and written communication skills

Detail oriented

Team-oriented approach

Education

Bachelor’s degree

Job description

A leading financial services firm in Baltimore is seeking a Financial Planning Service Desk Analyst/Associate to assist Financial Advisors. The role requires aggregating feedback, resolving technical issues, and providing high-level support. Candidates must have a Bachelor's degree and strong communication skills. This position offers competitive salary between $70,000 and $85,000 per year and provides opportunities for professional advancement, including certification in financial planning.