Financial Planning Analyst

Financial Planning Analyst

Are you a detail-oriented individual with a passion for financial planning? Do you thrive in a dynamic, fast-paced environment? If so, we invite you to join Castlewatch Wealth’s on-site team as a financial planning analyst supporting a top private wealth advisory practice at Ameriprise Financial. In this role, you'll play a crucial part in the success of our practice by providing exceptional support to our Advisors. 

Castlewatch Wealth is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in downtown Glendale, we are a well-established practice known for our commitment to excellence and professionalism.

Best-in-Class Benefits and Perks:

We value our employees’ time and efforts. Our commitment to your success is enhanced by: 

• Career Growth: Numerous opportunities for career advancement within our practice 
• Competitive Compensation: $60,000 - $80,000 annually, depending on relevant experience.
• Quarterly Bonuses: Eligible for quarterly performance-based bonuses.
• Comprehensive benefits package, including multiple health insurance plan options, cash fringe benefits, educational reimbursement, short & long-term disability, life insurance, 401(k) plan, and paid covered parking, paid time off and holidays.

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

To be successful as a Financial Planning Analyst, you should have:

• Series 7, 66, and Life & Health licenses. 
• Highly analytical with strong mathematical skills.
• Bachelor’s Degree.
• 2 years of professional experience preferred. 
• Commitment to professionalism and superb client service that meets or exceeds client expectations. 
• Ability to handle multiple tasks in a fast-paced environment. 
• Position is on-site in our downtown Glendale office.

This is not a sales position.

As a Financial Planning Analyst, you will play a crucial role in the team’s success by:

• Preparing financial plans for Advisor use in client meetings 
• Gathering, reviewing, and updating client financial information in financial planning software
• Preparing reports to assist Advisors in client meetings
• Preparing portfolio allocations that reflect the client’s risk tolerance
• Preparing appropriate product deliverables and maintaining all documents by FINRA and SEC requirements. 
• Assisting with ad-hoc projects utilizing advanced Excel and Outlook skills

Apply today!

We encourage you to apply if you’re ready to contribute to Castlewatch Wealth’s success and embark on a rewarding career path. Join a collaborative environment where your integrity and dedication will significantly impact RGAA’s financial health and goodwill. 

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.