Wealth Planning Analyst (Hybrid) for High-Net-Worth Clients

Atlantic Group; Philadelphia (Philadelphia County); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A financial services firm is seeking a Senior Financial Planning Analyst in Philadelphia. This hybrid role involves portfolio management, investment analysis, and client advisory support for high-net-worth clients. The ideal candidate should have a Bachelor's degree in a relevant field, a Series 65 license, and 2-4 years of experience in wealth management. Strong skills in financial planning software like Tamarac and advanced Excel proficiency are essential. The position offers competitive compensation and benefits, along with a collaborative work environment.

Qualifications

• Series 65 license required.
• Completed or pursuing CFP, CFA, CPA, EA, or similar professional designation.
• 2-4 years of experience in a registered investment advisory (RIA) or wealth management environment.

Responsibilities

• Prepare monthly and quarterly performance reports while monitoring asset allocations.
• Perform due diligence on mutual funds, ETFs, and hedge funds.
• Develop client meeting materials and assist with estate strategies.
• Prepare quarterly tax projections and tax returns.
• Execute client money movements and transactions accurately.

Skills

Detail-oriented

Client-focused

Strong communication skills

Strong analytical skills

Multitasking abilities

Education

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

Tools

Microsoft Excel

Tamarac

eMoney

Zephyr

Portfolio Center

Job description

A financial services firm is seeking a Senior Financial Planning Analyst in Philadelphia. This hybrid role involves portfolio management, investment analysis, and client advisory support for high-net-worth clients. The ideal candidate should have a Bachelor's degree in a relevant field, a Series 65 license, and 2-4 years of experience in wealth management. Strong skills in financial planning software like Tamarac and advanced Excel proficiency are essential. The position offers competitive compensation and benefits, along with a collaborative work environment.