Wealth Planning & Modeling Analyst

Two Ocean; Las Vegas (NV); On-site; USD 95,000 - 135,000; Full time

Job summary

Two Ocean Trust is seeking a Strategic Planning Analyst in Las Vegas to help families and foundations make informed long-term financial decisions. You will build models, assess liquidity, and translate complex data into actionable recommendations.

This client-facing role collaborates with attorneys, accountants, investment professionals, and fiduciary teams to coordinate planning across trusts, tax, estate planning, and investments.

Qualifications

• Strong analytical and financial modeling skills.
• Ability to simplify complex financial matters.
• Strong communication and relationship management skills.
• Attention to detail and intellectual curiosity.
• Ability to work across multiple disciplines and professional teams.

Responsibilities

• Build and maintain financial planning models for client families.
• Analyze cash flows, liquidity needs, investment commitments, and planning objectives.
• Coordinate information across trusts, entities, investments, tax returns, and estate planning structures.
• Work closely with attorneys, accountants, investment professionals, and fiduciary teams.
• Support strategic planning initiatives for clients and the firm.

Skills

Analytical skills

Financial modeling

Communication skills

Relationship management

Attention to detail

Cross-disciplinary collaboration

Education

CPA

JD

CFP

CFA

Job description

Two Ocean Trust is seeking a Strategic Planning Analyst in Las Vegas to help families and foundations make informed long-term financial decisions. You will build models, assess liquidity, and translate complex data into actionable recommendations.

This client-facing role collaborates with attorneys, accountants, investment professionals, and fiduciary teams to coordinate planning across trusts, tax, estate planning, and investments.