Job Summary
As a Financial Planning Analyst, you’ll turn financial and operational data into clear insights that help your partnering Financial Advisor provide top-notch Comprehensive Advice & Portfolio Management to a small group of clients. You’ll get to know this group of clients, providing timely service, as well as administrative support for your team of two. This role calls for strong analytical judgment, clear communication, and organized follow-through.
We're seeking someone with a strong desire and drive to grow with us.
Duties
Gather, Analyze & Organize financial data in advance of client meetings.
Produce proprietary financial planning worksheets and other portfolio review documents for Financial Advisor review. Both Excel and web-based.
Complete post-meeting plans with Advisor input, upload documents for client review, and submit compliance forms to home office.
Manage database of clients for your two-person team, ensuring all clients are scheduled for their next formal review, contacted quarterly for service, and on track to complete all of their unique tasks for the year.
Provide timely client service, answering phone calls, collaborating with your Advisor as needed, and documenting completed tasks in CRM.
Study outside of business hours to pass Series 7 and Series 66 exams.
Qualifications
Bachelor's Degree with transcripts that show ability to pass series exams.
Demonstrated data analysis skills, including quantitative analysis.
Ability to communicate clearly and effectively.
Strong organizational skills and desire to be the central hub for all client interactions.
Career-focused and hungry for a new opportunity.
Experience in financial services is helpful but not required.
Pay: From $70,000.00 per year
Benefits
401(k)
401(k) matching
Flexible spending account
Health insurance
Health savings account
Paid parental leave
Paid time off
Work from home
Work Location: Hybrid remote in Eagan, MN 55121