Wealth Planning Analyst

Scholar Advising; Winston-Salem (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Paid holidays

401(k) retirement match

Healthcare stipend

Job summary

Scholar Advising is seeking a Financial Advising Analyst in Winston-Salem to transform complex financial data into clear planning recommendations. You will support senior advisers, develop comprehensive financial plans, analyze client information, prepare recommendations, and help manage client meetings.

You are a detail-oriented self-starter committed to fiduciary service, with 1–3 years in financial planning or related roles, pursuing CFP or CFA credentials, and a collaborative approach to

Qualifications

• Preferred CFP or CFA certification progress.
• 1–3 years of experience in financial planning or related field.
• Ability to build and interpret comprehensive financial plans.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Develops and supports comprehensive financial plans tailored to client goals.
• Analyzes client information to identify opportunities and risks.
• Drafts clear client-centered recommendations.
• Prepares materials for client meetings and meetings with advisers.
• Participates in client meetings and supports follow-up tasks.
• Maintains documentation of client interactions and planning assumptions.
• Reviews portfolios for asset allocation, tax efficiency, and diversification.
• Researches financial planning topics to support adviser recommendations.
• Contributes to process improvements and best practices.

Skills

Self-starter

Analytical thinking

Communication

Time management

Prioritization

Team player

CFP/CFA progress

Financial planning

Problem solving

Client service

Fiduciary mindset

Education

CFP certification progress

CFA charter progress

Tools

Financial planning software

CRM systems

Spreadsheets

Job description

Scholar Advising is seeking a Financial Advising Analyst in Winston-Salem to transform complex financial data into clear planning recommendations. You will support senior advisers, develop comprehensive financial plans, analyze client information, prepare recommendations, and help manage client meetings.

You are a detail-oriented self-starter committed to fiduciary service, with 1–3 years in financial planning or related roles, pursuing CFP or CFA credentials, and a collaborative approach to