What are the responsibilities and job description for the Financial Planning Analyst position at Horizon Private Wealth?
Company Description
Bringing the Present and Future Into Focus, Horizon Private Wealth is dedicated to serving successful business owners, professionals, and families through their proven process, the Horizon Navigator. The company helps clients build wealth, avoid unnecessary risk, and capitalize on opportunities in Wealth Management, Exit Planning, Succession Planning, Tax Strategies, Estate Planning, Trust Planning and Insurance Planning.
Role Description
This is a full-time on-site Analyst role at Horizon Private Wealth in Greenville, SC. The Analyst will be responsible for conducting financial analysis, researching investment opportunities, preparing presentations identifying opportunities for increased operational efficiencies, and assisting and participating in client meetings. The role involves working closely with the wealth management team to support decision-making processes and recommendations.
Qualifications
- Financial Analysis, Investment Research, and Presentation Preparation skills
- Knowledge of Wealth Management & Financial Planning practices
- Strong analytical and problem-solving skills
- Attention to detail and ability to multitask
- Excellent communication and interpersonal skills
- Bachelor's degree in Finance, Economics, or related field
- Certifications or Securities Licenses are a plus