Wealth Planning Analyst: Client-Focused & Data-Driven

Find Great People | FGP; Brentwood (TN); On-site; USD 75,000 - 100,000; Full time

Job summary

A well-established wealth management practice in Brentwood, TN, is seeking a detail-oriented Financial Planning Professional to join the team. The ideal candidate will develop and maintain comprehensive financial plans for clients while supporting the advisory team. Candidates should have a Bachelor's degree in a related field and 1–3 years of financial planning experience, preferably in a fee-based environment. The role offers a salary range of $75,000–$100,000 annually.

Qualifications

• 1–3 years of financial planning experience.
• Series 65 registration (or ability to obtain promptly); CFP designation preferred.
• Prior experience in a fee-based advisory environment preferred.

Responsibilities

• Develop and maintain comprehensive financial plans for clients.
• Conduct deep financial analysis and provide strategic recommendations.
• Collaborate with the Senior Advisor for client meetings.

Skills

Analytical skills

Problem-solving

Organizational skills

Communication skills

Education

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

Tools

eMoney

MoneyGuidePro

Tamarac

Black Diamond

Job description

A well-established wealth management practice in Brentwood, TN, is seeking a detail-oriented Financial Planning Professional to join the team. The ideal candidate will develop and maintain comprehensive financial plans for clients while supporting the advisory team. Candidates should have a Bachelor's degree in a related field and 1–3 years of financial planning experience, preferably in a fee-based environment. The role offers a salary range of $75,000–$100,000 annually.