Wealth Planning Analyst: Create Client-Focused Plans

Heckmann Financial; Delafield (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Heckmann Financial is seeking a Financial Planning Analyst to support Advisors in preparing comprehensive financial planning analyses, investment reviews, and client meeting materials. The role focuses on analyzing client data, developing planning recommendations, and producing high-quality planning materials for a superior client experience.

Ideal candidates are analytical, detail-oriented, and organized, with a passion for helping clients achieve financial goals through wealth management

Qualifications

• Bachelor's degree in Finance, Business, Economics, Financial Planning, or related field.
• 2+ years of financial planning, wealth management, or investment analysis experience.
• Series 7 and Series 63 licenses; Life, Accident & Health Insurance licenses.
• Strong analytical and communication skills.
• Proficiency in MS Office and financial planning software.

Responsibilities

• Prepare and maintain comprehensive financial plans utilizing Px and Holistiplan software.
• Generate retirement, insurance, tax, estate, education, and cash flow planning analyses.
• Develop client Wealth Blueprints and planning recommendations.
• Prepare insurance illustrations and planning projections.
• Analyze client net worth statements, cash flow reports, and financial planning data.
• Conduct tax efficiency and investment efficiency analyses.
• Evaluate asset allocation strategies and provide recommendations.
• Assist with retirement income and distribution planning analyses.
• Create planning observations and recommendations for advisor review.

Skills

Analytical thinking

Problem solving

Communication

Organization

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics/Financial Planning

Tools

Px

Holistiplan

Excel

Job description

Heckmann Financial is seeking a Financial Planning Analyst to support Advisors in preparing comprehensive financial planning analyses, investment reviews, and client meeting materials. The role focuses on analyzing client data, developing planning recommendations, and producing high-quality planning materials for a superior client experience.

Ideal candidates are analytical, detail-oriented, and organized, with a passion for helping clients achieve financial goals through wealth management