Hybrid Financial Planning Analyst for Wealth Mgmt

Atlantic Group

Philadelphia (Philadelphia County)

Hybrid

USD 65,000 - 85,000

Full time

5 days ago

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Job summary

Atlantic Group in Philadelphia, PA is seeking a Financial Planning Analyst to support wealth management, financial planning, investment analysis, and client account administration. You will work with senior team members to prepare portfolio reporting, support planning deliverables, coordinate client activity, and assist with investment research for high-net-worth clients.

Hybrid schedule with Monday–Friday on-site in Philadelphia.

Qualifications

Bachelor's degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field is required.
CFP, CFA, or a related financial designation in progress or completed is preferred.
1–2 years of financial planning, wealth management, investment advisory, financial analysis, or related experience is preferred.
Knowledge of wealth management, investment advisory, portfolio analysis, and financial planning is preferred.
Strong Microsoft Excel, Word, and PowerPoint proficiency is required, with financial planning, portfolio management, or CRM system experience preferred.

Responsibilities

Financial Planning: Support the preparation and analysis of financial planning materials for client accounts.
Portfolio Reporting: Prepare portfolio reports, monitor investment activity, and maintain accurate financial information.
Investment Research: Conduct research and analysis across a range of investment strategies and products.
Client Account Support: Assist with account administration, documentation, and ongoing client service activities.
Client Support: Prepare financial reports and investment materials for client and advisor meetings.