What are the responsibilities and job description for the Financial Planning Analyst position at Trivium Point Advisory?
Summary :
We are looking for a Financial Planning Analyst to support our advisory team in analyzing financial data, developing strategies, and optimizing financial plans for our clients. This role is ideal for a detail-oriented individual with strong analytical skills and a passion for financial planning.
Role and Responsibilities :
Financial Analysis & Planning : Analyze clients’ financial situations, cash flow, investments, and risks to develop personalized financial strategies.
Modeling & Forecasting : Build financial models to project future financial outcomes and assess different scenarios. Data Interpretation : Evaluate investment portfolios to optimize financial performance.
Report Preparation : Prepare detailed financial reports, charts, and presentations for advisors and clients.
Market & Industry Research : Stay up to date with financial trends, market conditions, and regulatory changes.
Collaboration : Work closely with senior advisors to develop comprehensive financial plans and support client meetings.
Qualifications :
- Bachelor's degree in Finance, Economics, or a related field.
- 2-4 years of experience in the financial services industry preferred.
- Strong interest in financial planning and investment management.
- Excellent analytical, problem-solving, and organizational skills.
- Experience with Orion, Schwab and Salesforce a plus
- Advanced in MS Excel