Financial Planning Analyst

Employer
Prosperity Wealth Planning
Location
The position is currently virtual and is located in Southern California.
Salary
Total compensation is made up of a base salary and a firm performance bonus
Closing date
Aug 31, 2022

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
You need to sign in or create an account to save a job.

Job Details

Prosperity Wealth Planning is a boutique financial planning practice that respects and cares about our team as much as we do our clients. We work with a variety of clients with a specific niche in planning for automotive professionals. With our core values of simplicity, transparency, and progress, we are driven to transform clients into members of our family, and ultimately, firm advocates through the successful use of client-centric fiduciary standards and values-based financial planning.

Position Description

We are expanding!  The Financial Planning Analyst position will have the opportunity to be exposed to most facets of wealth management, including financial planning and investment management.  A wide variety of ad hoc projects will be assigned to acquaint the candidate with the everyday workings of the practice.  Responsibilities include:

  • Gather and maintain client data
  • Enter client information into various systems, including financial planning and CRM
  • Work alongside firm's Client Service Associate to assist clients with ongoing needs
  • Answer routine client questions and service requests
  • Actively participate in events to promote current and prospective client awareness of the firm
  • Support Associate Financial Planner and Lead Advisor by creating presentations and materials for business development 

Professional Qualifications

  • Bachelors degree
  • Some work experience in a professional environment
  • Core knowledge of financial industry, products and planning concepts
  • Exceptional written and verbal communication skills (with impeccable grammar)
  • Technologically savvy, with expert skills in Microsoft Office Suite, specifically Outlook, Word and Excel
  • Proficiency with other CRM and financial planning technology tools a plus, specifically WealthBox CRM and MoneyGuide Pro
  • Detail-focused with highly organized work habits including excellent time management and prioritization skills
  • Interest in and developing skills in planning areas including financial planning, investments, budgeting, taxes, risk management and estate planning

Personal Attributes

Intelligence, efficiency, adaptability, accuracy and a personal commitment to excellence are highly valued, along with a desire to maintain a positive work environment. High energy and the ability to work independently are important as well. As with all members of our team, applicants should have a natural commitment to and find satisfaction in seeing projects through to their optimal outcome. Because the financial services industry is highly regulated, all applicants must have high ethical standards, respect for client confidentiality, and the ability to pass an extensive background check.

Compensation

Total compensation is made up of a base salary and a firm performance bonus. In addition, we offer employer-sponsored health insurance, a 401k retirement plan, and paid personal time. Office hours are 8 am - 5 pm Monday - Friday. The position is currently virtual and is located in Southern California.  

Company

Prosperity Wealth Planning is a boutique financial planning practice that respects and cares about our team as much as we do our clients.  We work with a variety of clients with a specific niche in planning for automotive professionals.  With our core values of simplicity, transparency, and progress, we are driven to transform clients into members of our family, and ultimately, firm advocates through the successful use of client-centric fiduciary standards and values-based financial planning.

Find Us
Website
Telephone
877-878-7860
Location
3780 Kilroy Airport Way Ste 200
Long Beach
CA
90806
United States

Apply for Financial Planning Analyst

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs