Financial Planning Analyst
Charlottehybridmid$80K – $90K
Posted 2w ago · via Workday
About this role
Job Description: The Job / What You’ll Do: The Advanced Planning Team is a centralized group of financial planners supporting advisors and their clients with financial planning analysis and insights. As a Financial Planning Analyst, you will support the preparation of financial plans by gathering data, running planning software, and assisting planners with analysis and research. This role is designed for early-career professionals who want to build foundational experience in financial planning while working closely with Senior Financial Planners. This is a full-time position in our Charlotte, NC office with a hybrid work schedule.…
Read the full description on Asset Mark Financial Holdings's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Charlotte. We weight your proximity and willingness to relocate.
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Free · no card · written explanation included