Wealth Planning Associate: Analytical Growth Analyst

JCW Group; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

JCW Group is seeking a Financial Planning Associate to support seasoned advisors in delivering comprehensive financial planning services and to help clients reach their long-term financial goals. The role involves preparing plans, analyses, and client deliverables while gathering and analyzing financial data.

The ideal candidate will have a Bachelor’s degree in Finance or related field and 1+ years of experience in wealth management or financial planning, with strong analytical and communication

Qualifications

• Bachelor's degree in Finance, Financial Planning, Economics, Business, Accounting, or related field.
• 1+ years of experience in wealth management, financial planning, financial services, or related field; or relevant internship experience/coursework.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Assist advisors in preparing comprehensive financial plans, retirement analyses, cash flow projections, and investment recommendations.
• Gather, organize, and analyze client financial data to support planning engagements.
• Prepare meeting materials, planning presentations, and client deliverables.
• Participate in client meetings and document follow-up action items.
• Conduct research on financial planning topics, investment strategies, insurance solutions, and retirement planning concepts.
• Utilize planning software to develop projections and model planning scenarios.
• Support ongoing client service needs and planning updates.
• Maintain accurate client records and ensure data integrity within CRM and planning systems.
• Collaborate with advisors and operations to ensure a seamless client experience.
• Stay current on industry trends, planning strategies, and regulatory developments.

Skills

Analytical

Communication

Attention to detail

Time management

Education

Bachelor's degree in Finance

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

JCW Group is seeking a Financial Planning Associate to support seasoned advisors in delivering comprehensive financial planning services and to help clients reach their long-term financial goals. The role involves preparing plans, analyses, and client deliverables while gathering and analyzing financial data.

The ideal candidate will have a Bachelor’s degree in Finance or related field and 1+ years of experience in wealth management or financial planning, with strong analytical and communication