Wealth Planning Analyst: Client-Focused & Detail-Driven

Workplace Harmony; Philadelphia (Philadelphia County); On-site; USD 60,000 - 90,000; Full time

Job summary

Workplace Harmony, a financial planning and wealth management practice, is seeking a Paraplanner to support financial advisors with client information analysis, plan preparation, and implementation support.

The ideal candidate has 1–3 years in financial planning, is proficient with eMoney and Microsoft Office (Excel/OneDrive), and demonstrates strong analytical, organizational, and communication abilities. A focus on accuracy, collaboration, and client service is essential.

Qualifications

• 1–3 years of experience in financial planning, wealth management, banking, or related financial services role.
• Experience with eMoney financial planning software.
• Proficiency with Microsoft Office Suite, including Excel and OneDrive.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Gather, organize, and analyze client financial information and documentation.
• Prepare comprehensive financial plans and supporting analyses.
• Conduct cash-flow analyses and assist in evaluating planning recommendations.
• Prepare financial planning reports, proposals, and client presentation materials.
• Assist advisors in implementing financial planning recommendations and action plans.
• Maintain accurate client records and ensure documentation is complete and organized.
• Assist advisors in preparing client meetings, agendas, and presentation materials.
• Follow up on client action items and service requests to ensure timely completion.
• Utilize Microsoft Office applications to manage documentation, track information, and support reporting needs.
• Coordinate with advisors and team members to facilitate a seamless client experience.
• Assist with special projects, process improvements, and operational initiatives.
• Maintain planning files and client information with accuracy and confidentiality.
• Partner closely with advisors and leadership to support client goals.
• Participate in team meetings, training sessions, and professional development opportunities.

Skills

Analytical thinking

Attention to detail

Communication skills

Time management

Problem-solving

Tools

eMoney

Microsoft Office

OneDrive

Job description

Workplace Harmony, a financial planning and wealth management practice, is seeking a Paraplanner to support financial advisors with client information analysis, plan preparation, and implementation support.

The ideal candidate has 1–3 years in financial planning, is proficient with eMoney and Microsoft Office (Excel/OneDrive), and demonstrates strong analytical, organizational, and communication abilities. A focus on accuracy, collaboration, and client service is essential.