Financial Planning Analyst

Company Profile

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 professionals and families through life transitions. 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.

The Financial Planning Analyst will have the opportunity to be exposed to most facets of wealth management, including financial planning, investment management, and client services/operations. A wide variety of responsibilities and projects will be assigned to acquaint the position with a financial planning practice's everyday activities, including -

• Assist with day-to-day operational workflows that keep the firm running smoothly.
• Respond to routine client inquiries with professionalism and a client-first mindset.
• Schedule and coordinate client meetings, calls, and follow-ups.
• Review, enter, and maintain accurate client information among various software programs, including Right Capital®, Redtail®, Orion®, Holistiplan®, Nitrogen®, and Schwab Advisor Center®.
• Work alongside the firm's Client Services Director to assist with existing client needs and new client onboarding including timely preparation, processing, and accurate execution of all required paperwork and/or service requests.
• Work collaboratively with financial planners to develop plans for client meetings.
• Participate in internal meetings, client planning sessions, and process improvement initiatives.
• Support financial planning team by creating presentations and materials for business development efforts.
• Assist with and actively participate in firm events (virtual and in-person) including planning, coordination, and execution to promote current and prospective client awareness of the firm.
• Manage highly confidential information with integrity and discretion.
• Support compliance-related activities where appropriate.

• Bachelor s degree
• 2+ years of professional work experience in the financial services industry
• Certified Financial Planner® professional (or certificate program in process)
• Core knowledge of the financial industry, financial products, and financial 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
• Interest in and developing skills in planning areas, including financial planning, investments, budgeting, taxes, risk management and estate planning
• Detail-focused with highly organized work habits, including excellent time management and prioritization skills

• 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 firm, applicants should have a natural commitment to and satisfaction in seeing projects through to their optimal outcomes.
• 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.