Financial Planning Analyst

A well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial-planning process. This is an immediate and important hiring need, and the practice may hire up to two exceptional candidates. The role combines plan construction and analysis with meaningful client-facing responsibility. This person will update planning data, create and run models and illustrations, prepare and track deliverables, participate in client meetings, and communicate about the planning process. The practice is transitioning from NaviPlan to MoneyGuide, making prior MoneyGuidePro experience especially valuable.…