Financial Planning Analyst - Meyer Capital
Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Financial Planning Analyst to analyze client data and assist in preparing financial plans, while also participating in client service and operational tasks.
Responsibilities
- Analyze and consolidate client data to help prepare financial plans
- Conduct data gathering meeting with clients
- Help with other financial planning client service, research, and operational tasks
- Review Financial Planning software analytics to determine additional client touchpoints
- Help draft planning emails to reach out to clients
- Participate in Portfolio Strategy Group meetings to increase investment planning knowledge
Skills
- 1 or more years of experience in the Financial Services industry
- Excellent organizational skills with the ability to prioritize
- Able to work independently and in a team environment
- Strong verbal and written communication skills
- Strong interpersonal skills with the ability to build relationships
- Comfortable working with internal team and clients
- History of providing quality customer service to external and internal clients
- Comfortable in a fast-paced work environment with the ability to adapt
- Experience with Microsoft Office applications
- Basic Investment, Income Tax, and Personal Financial Planning Knowledge
- Bachelor's degree in Financial Planning, Finance, Accounting, or Economics
- Coursework obtained or in the process to be eligible for CFP® track
- Experience with Envestnet MoneyGuidePro, Holistiplan, Tamarac Reporting, and Salesforce, Zock's, and Co-pilot
Benefits
- Medical, dental, and vision insurance
- 401k plan
- Paid parental leave
- Hybrid Work Environment
- Opportunity for career track growth within Meyer Capital's Financial Planning Department
- Opportunity to increase knowledge and experience in personal financial planning from an experienced Certified Financial Planner and other Investment Management Professionals
- Opportunity to Pursue the CFP® designation
Company Overview