Planning Analyst

Job Description: Planning Analyst | Taylor Associates

Position Title: Planning Analyst
Location: Charlottesville, VA

Overview

Join our dynamic team at Taylor Associates and play a pivotal role in the client engagement process. The Planning Analyst is a detail-oriented member of the team, working directly with experienced advisors to curate financial models and related recommendations for our clients. This role will also serve as a critical client interface throughout the planning and servicing process, coordinating with multiple specialists and external advisors. Join our team at Taylor Associates and contribute to our mission of providing exceptional financial planning and advisory services to our clients.

Duties and Responsibilities:

• Client Meeting Participation:
• Act as "second chair" during client meetings alongside senior advisors.
• Execute financial modeling and develop related recommendations using diverse proposal systems such as PX, Y-Charts, EnvestNet, etc.
• Client Interface:
• Serve as the primary point of contact for clients throughout the planning and servicing process.
• Coordinate with various specialists and external advisors to ensure seamless service delivery and comprehensive planning.

Preferred Experience and Qualifications:

• Education:
• Bachelor's Degree (BA) in Finance or a related field.
• Experience:
• Strong background in financial services.
• Proven client-facing experience.
• Certifications:
• Must obtain Series 7 license.
• Preferred candidates will have or be pursuing Certified Financial Planner (CFP) and/or Chartered Financial Analyst (CFA) designations.

Preferred Qualities:

• Analytical: Ability to systematically analyze financial data and develop accurate recommendations.
• Articulate: Strong verbal and written communication skills, capable of explaining complex financial concepts clearly.
• Detailed and Precise: Exceptional attention to detail and accuracy in financial modeling and client recommendations.
• Systematic and Organized: Well-organized with the capacity to manage multiple tasks and deadlines efficiently.
• Personable: Able to build strong relationships with clients and colleagues.
• Results Oriented: Driven to achieve results and meet client needs.
• Professional: Exhibit a high degree of professionalism in all interactions.
• Team Player: Collaborative worker who contributes positively to team dynamics.
• Responsible and Independent: Capable of taking ownership of tasks and working independently with minimal supervision.

Note: This job description is intended to provide a general overview of the responsibilities and requirements of the position. It is not exhaustive and may be subject to change based on the needs of the office.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Ability to Relocate:

• Charlottesville, VA 22911: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $70,000