Strategic Financial Planning Analyst: Client Advisory

Premier Resources Group (PRG); Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Premier Resources Group (PRG) is seeking a financial planning professional to partner with advisors and clients to deliver tailored guidance and planning outcomes. Responsibilities include agenda setting, drafting recommendations, preparing planning materials, and building asset allocation analyses and portfolio reviews for prospects and clients.

A Bachelor’s degree and 1–5 years of industry experience are expected; CFP aspiration or certification is preferred, with proficiency across planning

Qualifications

• Bachelor’s Degree is required.
• 1-5 years of industry experience.
• Ideally started with CFP certification or pursuing certification.
• 7/63/SIE/L&H licenses preferred.
• Experience with financial planning processes and client needs.

Responsibilities

• Create meeting agendas and draft recommendations.
• Prepare planning or sales materials.
• Build asset allocation analysis and portfolio audits.
• Coordinate with operations team.

Skills

Financial planning

Client communication

Emotional intelligence

Tax strategies

Estate planning

Investments

Education

Bachelor’s Degree

CFP certification or pursuing

Tools

PX

CRM

Morningstar

NMCIR

Job description

Premier Resources Group (PRG) is seeking a financial planning professional to partner with advisors and clients to deliver tailored guidance and planning outcomes. Responsibilities include agenda setting, drafting recommendations, preparing planning materials, and building asset allocation analyses and portfolio reviews for prospects and clients.

A Bachelor’s degree and 1–5 years of industry experience are expected; CFP aspiration or certification is preferred, with proficiency across planning