What are the responsibilities and job description for the Financial Planning Analyst position at Claire Myers Consulting?
Job Description
Job Description
Our client is seeking a Financial Planning Analyst to focus solely on case preparation and financial planning processes. This role supports financial advisors by gathering and preparing information for client meetings, analyzing data, and assisting in developing financial strategies. The ideal candidate is a critical thinker with 2-3 years of experience in financial services and a strong willingness to learn and grow in the field.
Responsibilities
- Gather and analyze data for financial advisor meetings with clients / prospects.
- Prepare and modify financial planning and investment / advisory proposals.
- Recommend fund portfolio options and asset allocation strategies.
- Obtain and input necessary information into planning software, ensuring accuracy across all modules.
- Collaborate with financial advisors to interpret financial data and assist in case preparation.
- Continuously refine financial models and strategies based on client needs and industry updates.
Qualifications
Compensation : $80,000 - $85,000
Salary : $80,000 - $85,000
