Financial Planning Analyst

Continuum Wealth Partners is a comprehensive wealth management firm built to provide clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.

The Financial Times has recognized James Erb as one of the top defined-contribution retirement plan advisors and Forbes has named him a Best-In-State wealth advisor. Forbes has also recognized Robert Cox as a top financial security professional.

POSITION OVERVIEW

Are you passionate about finance and looking for a dynamic role with significant growth potential? Continuum Wealth Partners is excited to announce an exceptional opportunity to join our team as a Financial Planning Analyst! We are seeking a Financial Planning Analyst who will have primary responsibility for providing support in investment, risk and financial planning analytics while also assisting in client services.

Why Join Us?

Impactful Role: As a Financial Planning Analyst, you will be at the heart of our operations, providing critical support in investment, risk, and financial planning analytics. Your contributions will be vital in ensuring our advisory team can deliver unparalleled service to our clients.

Client-Centric Focus: You will play a key role in our private client group, meticulously preparing documentation and offering essential client support. Your efforts will allow our advisory team to dedicate their energy to building and maintaining strong client relationships.

Growth Potential: This position offers a clear pathway for career advancement. With our firm's growth, your responsibilities will expand, providing you with exciting opportunities to evolve professionally. Ultimately, once fully licensed, you will have the chance to transition into an Associate Private Wealth Advisor role, managing specific client relationships.

If you are looking for a rewarding career with ample opportunities for growth, Continuum Wealth Partners is the perfect place for you. We are excited to welcome a new Financial Planning Analyst to our team! Apply now and join us in delivering exceptional financial services and building long-lasting client relationships.

RESPONSIBILITIES

Specific responsibilities include, but are not limited to: Client Relationship Support:

• Handle case notes, maintaining client case files, and electronically filing performance reports, account forms and other items
• Ensuring insurance, NMIS and NMWMC compliance requirements are implemented and followed
• Aid with the firm’s marketing efforts

Proposal, Analysis and Case Preparation:

• Gathering information for meetings with clients/prospects
• Preparing advisory annual review information and reports
• Preparing and modifying financial plans and investment/advisory proposals
• Modeling existing client accounts and prospective client opportunities in yCharts
• Running performance reports in Envestnet and NMCIR

REQUIRED QUALIFICATIONS

• Bachelor’s Degree
• Florida Life & Health License (2-15), or the ability to obtain within 30 days
• FINRA SIE, Series 7 and 63
• Customer service experience
• Proficient in Microsoft Office applications – Outlook, Word, Excel

PREFERRED QUALIFICATIONS

• Financial services and/or insurance industry experience preferred
• Prior advisor support experience
• Committed to professional development (e.g. CLU®, ChFC®, CFP®)
• Experience with yCharts, NetX360 and/or CRM client management software

IDEAL CHARACTERISTICS

• Strong attention to detail, accuracy, and reliability
• Preference for working independently, with strong sense of ownership and follow-through
• High degree of helpfulness and willing to serve as a resource
• Strong analytical, problem solving, and communication skills (written and verbal)
• Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
• Strong sense of professionalism and discretion required
• Ability to manage multiple diverse projects and shifting priorities and meet deadlines
• Ability to embrace change and work in a fast-paced environment.
• Able to work both independently and on a team
• Demonstrated high level of confidentiality and professionalism

What We Offer:

• Career Advancement: A structured path for professional growth within the financial services industry.
• Supportive Environment: Access to comprehensive training designed to help you achieve your career goals.
• Collaborative Culture: Join a team that values innovation, collaboration, and continuous learning.
• Competitive Compensation: An attractive salary and benefits package that rewards your dedication and hard work.
• Benefits include: 401k matching, license/credential reimbursement, group disability insurance, health insurance, and paid time off.

ADDITIONAL DETAILS

• Employment Structure: Full Time
• Location: 3717 West North B St, Tampa, FL 33609
• https://www.continuumwealthpartners.com/

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Ability to Commute:

• Tampa, FL 33609 (Preferred)

Ability to Relocate:

• Tampa, FL 33609: Relocate before starting work (Preferred)

Work Location: In person