What are the responsibilities and job description for the Financial Planning Analyst position at MPG?
APPLICANTS MUST LIVE IN THE HOUSTON, TX AREA
Our client, a boutique RIA managing over $800M in assets, is looking to add a Tax/Financial Planning Analyst to their team. As an award-winning wealth management firm, they specialize in serving corporate executives and professionals, providing comprehensive financial guidance—from compensation and benefits strategy to tax mitigation, retirement planning, and investment management. With an in-house CPA team offering tax preparation services, they ensure a seamless, integrated approach to financial planning. Committed to a client-first philosophy, they operate with full transparency—no product sales, no commissions—just fee-only financial planning and asset management.
The Tax/Financial Planning Analyst will assist advisors to provide financial planning services to clients with the following responsibilities:
- Prepare and analyze client tax estimates (federal, state, and trust) using tax planning software.
- Provide advisors with tax recommendations and strategic planning insights for clients.
- Develop client rebalance schedules and asset allocations using Excel.
- Input and interpret data from financial planning software to support client strategies.
- Generate and manage client billing invoices.
- Collect and analyze data for quarterly investment committee meetings.
- Assist with various analytical tasks and projects as needed.
- Support administrative functions as required.
Qualifications:
- 3 years of experience or more
- Experience with tax planning preferred
- Financial Planning experience identifying and developing customized comprehensive financial planning solutions. This is a thinking role not for someone that is just entering data.
- Proficient in Excel
- Self-starter
- Excellent writing, listening and oral communication skills
- Willingness to learn and develop continuous improvements in the role.
This role offers a competitive salary plus a 20% annual performance bonus.
MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Job Type: Full-time
Pay: $87,039.00 - $95,301.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $87,039 - $95,301
