5 Financial Planning Analyst Jobs in Glastonbury, CT
Transcend PM is Hiring a Financial Planning Analyst Near Glastonbury, CT
We are proud to announce an opportunity for a Financial Planning Analyst to join our team! As the Financial Planning Analyst, you will collaborate with Advisors to help service and report on the performance of our portfolio models. You will be responsible for a mixture of back-office and client-facing responsibilities, including creating investment reports, monitoring and servicing client accounts, helping prepare presentations on portfolio performance, and presenting reports to clients in conjunction with our Advisors. Successful Financial Planning Analysts may grow into elevated responsibilities within portfolio management and client relationship management.
The attributes that we look for in teammates include:
- Unwavering commitment to meeting and exceeding client expectations
- Proactiveness and willingness to anticipate both client and coworker needs
- Outstanding organizational and analytical skills
- Impeccable attention to detail and accountability
- Positivity and coach-ability when given feedback
- Humility and a personal commitment to sincere client service
- Strong communications skills, including the ability to faithfully and concisely translate complex concepts into ordinary language
- Provide ongoing planning and client relationship support to Advisors
- Monitor, service, and create investment reports across each of our portfolio models
- Participate in client meetings to support the Advisors, take meeting notes to ensure completeness and accuracy of client conversations, and execute financial planning tasks as directed by the Advisors
- Help translate portfolio performance into common sense insights that will update and educate clients
- Execute portfolio and client account adjustments as directed by the Advisor and management team
- Ensure client satisfaction through exceptional service and relationship management
- Implement all advisor recommendations and client requests while adhering to compliance requirements
- Escalate account or investment problems and bring to the attention of the Advisors and firm management as needed
- Stay current on trends in the investment management and financial planning space
- Bachelor’s degree required; majors in English, Math, or History preferred
- CFA (Level 3) or CFP designation required or partial completion of CFA (Level 1 or 2) with experience in wealth management
- 5 years in the wealth planning industry
- Stellar communication and relationship management skills
- Significant client facing experience
- Investment writing and research experience
- Strong computer skills are required: Microsoft Office, CRM, investment platform software, and experience creating visual investment reports
- Demonstrated job stability and career progression
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Job Summary
Full Time
$79k-98k (estimate)
09/01/2024
09/27/2024
The job skills required for Financial Planning Analyst include Planning, Presentation, Insight, Financial Planning, Microsoft Office, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Analyst positions, which can be used as a reference in future career path planning. As a Financial Planning Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Analyst. You can explore the career advancement for a Financial Planning Analyst below and select your interested title to get hiring information.
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