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Financial Planning Analyst Retirement
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-07
Listing for:
EY
Full Time
position Listed on 2026-02-07
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A global professional services firm is seeking a Financial Planner Line (FPL) Staff member. The role involves providing financial counseling, building long-term client relationships, and acquiring knowledge of specific benefit and retirement plans. Applicants should demonstrate strong analytical and communication skills, preferably hold a relevant bachelor's degree, and potentially possess designations such as CFP or CFA. The position offers a dynamic environment with opportunities for growth and a comprehensive benefits package.
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