Senior Financial Planning Analyst

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A financial services firm is seeking a Senior Financial Planning Analyst in Philadelphia. This hybrid role involves portfolio management, investment analysis, and client advisory support for high-net-worth clients. The ideal candidate should have a Bachelor's degree in a relevant field, a Series 65 license, and 2-4 years of experience in wealth management. Strong skills in financial planning software like Tamarac and advanced Excel proficiency are essential. The position offers competitive compensation and benefits, along with a collaborative work environment.

Qualifications

• Series 65 license required.
• Completed or pursuing CFP, CFA, CPA, EA, or similar professional designation.
• 2-4 years of experience in a registered investment advisory (RIA) or wealth management environment.

Responsibilities

• Prepare monthly and quarterly performance reports while monitoring asset allocations.
• Perform due diligence on mutual funds, ETFs, and hedge funds.
• Develop client meeting materials and assist with estate strategies.
• Prepare quarterly tax projections and tax returns.
• Execute client money movements and transactions accurately.

Skills

Detail-oriented

Client-focused

Strong communication skills

Strong analytical skills

Multitasking abilities

Education

Bachelor’s degree in Financial Planning, Accounting, Finance, Economics, or a related field

Tools

Microsoft Excel

Tamarac

eMoney

Zephyr

Portfolio Center

Job description

Job Overview – Senior Financial Planning Analyst:

Compensation: $75,000 – $85,000/year

Location: Philadelphia, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Senior Financial Planning Analyst in Philadelphia, PA for our client. This hybrid role focuses on financial planning, investment research, and tax strategy for high-net-worth clients. You will lead portfolio analysis, asset allocation reviews, and estate planning coordination while ensuring exceptional client service. Ideal for experienced professionals in wealth management seeking growth in a collaborative, analytical environment.

Responsibilities as the Senior Financial Planning Analyst:

• Portfolio Management: Prepare monthly and quarterly performance reports while monitoring asset allocations and investment mix.
• Investment Analysis: Perform due diligence on mutual funds, ETFs, separate accounts, and hedge funds to support investment recommendations.
• Client Advisory Support: Develop client meeting materials, assist with estate and wealth transfer strategies, and ensure exceptional client service.
• Tax & Compliance: Prepare quarterly tax projections and client income tax returns (Forms 1040, etc.) while ensuring regulatory compliance.
• Transaction Management: Execute client money movements, trades, and transactions accurately and efficiently.

Qualifications for the Senior Financial Planning Analyst:

• Education: Bachelor’s degree in Financial Planning, Accounting, Finance, Economics, or a related field required.
• Licensure: Series 65 license required.
• Certification: Completed or pursuing CFP, CFA, CPA, EA, or similar professional designation.
• Experience: 2-4 years of experience in a registered investment advisory (RIA) or wealth management environment, focusing on high-net-worth and ultra-high-net-worth clients.
• Technical Skills: Advanced proficiency in Microsoft Excel and strong knowledge of financial planning platforms such as Tamarac, eMoney, Zephyr, or Portfolio Center.
• Industry Knowledge: Familiarity with Schwab and Fidelity custodial systems, market dynamics, asset allocation principles, and estate and tax planning concepts.
• Skills & Attributes: Detail-oriented and client-focused professional with strong communication, analytical, and multitasking skills.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

Referrals increase your chances of interviewing at Atlantic Group by 2x

Benefits:

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave