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Financial Planning Analyst

Employer
The Next Level Planning Group
Location
Chicago, Illinois
Salary
Commensurate with experience and capabilities
Closing date
Feb 25, 2021

View more

Job Role
Paraplanner
Employment Type
Temp to Full Time
Level
Internship
Experience Level
None

Job Details

Do you:

  • Want to get into the Financial Planning industry for the first time?
  • Currently work in the industry and wish you could exercise more critical thinking and not just fill out paperwork and plug numbers into software?
  • Love the art and science of financial planning but don’t want to be a “salesperson?”
  • Believe there is a better way for families to plan and manage their finances than the typical mainstream approaches?

If any of these questions resonate with you, this position with The Next Level Planning Group could be the right fit for you.  It is an opportunity for an ambitious individual who wants to play a key role in the financial planning process, expand a skillset, and explore or build a rewarding career.

TNLPG is quickly becoming one of the most recognized financial planning firms in the Chicago area. Our offices are located by O’Hare but are open to candidates who would be primarily working remotely. Using our proprietary tools, we custom-design, implement, and maintain financial plans for a group of geographically and professionally diverse clients. 

As Financial Planning Analyst, you will play an integral role in helping our planners formulate advice for clients.

The bulk of your work will fall into five general categories:

  1. Building financial plans for new clients from the ground up, in partnership with our planners, through the use of our proprietary financial planning process and associated analytical tools
  2. Preparing financial plan review materials, such as up-to-date balance sheets and sophisticated financial models that are both backward-and-forward-looking in nature
  3. Assisting clients with the implementation of their financial plans by helping design investment and insurance portfolios and, on a practical level, placing trades in client accounts to effect various kinds of securities transactions
  4. Preparing investment review materials, including portfolio rebalancing recommendations
  5. Meeting with planners to review, strategize around, and finalize the materials they will use in upcoming client meetings

More than anything, your talent and drive will dictate the speed with which you grow into these responsibilities. While we value prior experience and expertise, we are most interested in finding a candidate with the curiosity, serve-first orientation, and intellectual horsepower that will match our company’s culture. 

All candidates must:

  • Take pleasure in helping people solve real problems
  • Be able to integrate qualitative and quantitative analysis in solving problems
  • Possess excellent interpersonal skills
  • Have outstanding written and verbal communication skills
  • Have a great work ethic

The Ideal Candidate:

  • Can demonstrate creativity in solving complex and difficult problems
  • Will seek opportunities to add value
  • Is interested in the financial services field as a potential career

 

 

Company

TNLPG: An Evolved and Evolving Financial Planning Firm The seeds of The Next Level Planning Group were planted when its founder, Adam Stock, began his career as an investment advisor representative with Merrill Lynch in 1999. This turned out to be an inauspicious time to enter wealth management as the next three years saw the bursting of the “technology bubble,” the terrorist attacks of 9/11, high-profile corporate bankruptcies, and the first US economic recession in almost a decade. Yet, Adam persevered and by mid-2002, having earned his CFP® certification, he transitioned to Lincoln Financial Advisors, where planners are recognized for their intelligence and innovation in financial planning. By 2005, having learned to serve clients who value a holistic approach to personal finance, Adam felt the time was right to hire a protégé. In Josh Markowitz, he found a like-minded individual with a strong work ethic, breadth of talents, and eagerness to learn. Adam and Josh formalized their partnership in 2007 as The Next Level Planning Group (TNLPG), with a focus on helping clients identify, understand, and act upon important financial matters in increasingly effective and efficient ways. This focus on process and partnership proved especially important during the financial crisis of 2008-09 as clients, grounded in their long-term and up-to-date financial plans, kept their heads. Most of them even agreed to rebalance their portfolios which, at the time, meant buying more stocks after they had fallen precipitously in value. Adam and Josh continued developing TNLPG into an advanced wealth management firm during the economic recovery, hiring dedicated specialists such as Service Advisors, Planner Assistants, Financial Planning Analysts, and an Investment/Portfolio Strategist, while also mentoring a steady stream of college interns. In 2013, Drew Coleman (MBA/CFA), a seasoned investment professional, chose to grow his financial planning practice in partnership with TNLPG rather than having to build it all himself from the ground up. Building on its foundation of helping clients identify, understand, and act upon important financial matters in increasingly effective ways, TNLPG is creating a fresh approach to training and supporting financial planners. For the experienced-advisor looking to take his practice to the next level, the high-achiever seeking to learn financial planning as a profession on par with law and medicine, and the career-changer considering life as a planner, TNLPG provides the ability to deliver a college-level client experience without first having to survive the elementary and high school models that are prevalent in the industry. And most importantly to the financial planners of the future—our financial planners—the families who will depend on their advice, availability, and leadership will not have to first experience life as clients of an immature practice before enjoying the fruits of a sophisticated team-driven approach that puts them squarely at the center of everything.

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