Licensed Financial Planning and Investment Analyst

Simply Paraplanner; Florida; On-site; USD 65,000 - 95,000; Full time

Job summary

Financial Cornerstone Group is seeking a Financial Planning & Investment Analyst to support personalized client recommendations through thorough financial planning and investment analysis. The role involves preparing advisors for client meetings with well-researched planning and organizing materials, and following through on post-meeting actions.

You will contribute to evaluating investment strategies, maintain accurate client data, and prepare technical materials for client meetings.

Qualifications

• Minimum 3 years in financial services industry.
• Experience in financial planning, wealth management, investment analysis, paraplanning, or related field.
• Series 7 and/or Series 66 or equivalent.
• Strong analytical and critical thinking skills.
• Exceptional attention to detail and commitment to accuracy.
• Iintellectual curiosity and a desire to continually learn.
• Ability to organize and prioritize multiple projects while maintaining a high level of quality.
• Collaborative mindset and strong interpersonal skills.
• Professional judgment, discretion, and integrity.
• Excellent written and verbal communication skills.

Responsibilities

• Conduct financial planning and investment analysis to support personalized client recommendations.
• Prepare advisors for client meetings through thoughtful research, planning, and organization.
• Assist with post-meeting analysis, strategy development, and implementation follow-through.
• Research planning concepts, investment solutions, and product recommendations that support clients’ long-term objectives.
• Contribute to the ongoing evaluation of investment strategies, portfolio models, and planning opportunities.
• Maintain accurate client information within financial planning and investment systems.
• Ensure planning data, assumptions, and supporting documentation remain current and organized.
• Prepare reports, illustrations, and other technical materials that support client meetings and recommendations.
• Assist with technical workflows related to financial planning, investment management, and client implementation.
• Help maintain the integrity and efficiency of the firm’s planning processes and technology platforms.
• Partner closely with advisors, client service, and operations team members to support a seamless client experience.
• Collaborate with internal team members to ensure planning and investment recommendations are implemented accurately and efficiently.
• Work alongside outside professionals, including CPAs, attorneys, and other specialists, as appropriate to support client planning strategies.
• Contribute wherever analytical expertise is needed to support the firm’s ongoing success.

Skills

Financial planning

Investment analysis

Paraplanning

Analytical thinking

Attention to detail

Communication

Collaboration

Job description

Key Responsibilities

Financial Planning, Investment Analysis, and Advisor Support

• Conduct financial planning and investment analysis to support personalized client recommendations
• Prepare advisors for client meetings through thoughtful research, planning, and organization
• Assist with post-meeting analysis, strategy development, and implementation follow-through
• Research planning concepts, investment solutions, and product recommendations that support clients’ long-term objectives
• Contribute to the ongoing evaluation of investment strategies, portfolio models, and planning opportunities

Planning Systems and Technical Operations

• Maintain accurate client information within financial planning and investment systems
• Ensure planning data, assumptions, and supporting documentation remain current and organized
• Prepare reports, illustrations, and other technical materials that support client meetings and recommendations
• Assist with technical workflows related to financial planning, investment management, and client implementation
• Help maintain the integrity and efficiency of the firm’s planning processes and technology platforms

Cross-Functional Collaboration

• Partner closely with advisors, client service, and operations team members to support a seamless client experience, interacting directly with clients when needed
• Collaborate with internal team members to ensure planning and investment recommendations are implemented accurately and efficiently
• Work alongside outside professionals, including CPAs, attorneys, and other specialists, as appropriate to support client planning strategies
• Contribute wherever analytical expertise is needed to support the firm’s ongoing success

What We’re Looking For

Required Attributes

• Minimum 3 years in financial services industry
  • Experience in financial planning, wealth management, investment analysis, paraplanning, or a related field
  • Series 7 and/or Series 66 or equivalent
• Strong analytical and critical thinking skills
• Exceptional attention to detail and commitment to accuracy
• Intellectual curiosity and a desire to continually learn
• Ability to organize and prioritize multiple projects while maintaining a high level of quality
• Collaborative mindset and strong interpersonal skills
• Professional judgment, discretion, and integrity
• Excellent written and verbal communication skills

Why This Role Matters

At Financial Cornerstone Group we believe exceptional advice begins long before an advisor sits down with a client. Through thoughtful preparation, careful analysis, and a commitment to excellence, the Financial Planning & Investment Analyst helps ensure every recommendation reflects the level of care and professionalism our clients have come to expect. By partnering closely with advisors and collaborating across the firm, this role plays a meaningful part in helping clients make informed financial decisions with confidence.

Tagged as: analysis, analyst, financial advisor, financial planning, licensed