Financial Planning Analyst - Meyer Capital

525 NJ-73, Marlton, NJ 08053, USA

Posted Friday, March 13, 2026 at 5:00 AM

Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer's grandfather started the practice. Today, motivated by our desire to make a true difference in the lives of our clients, Meyer Capital Group's mission is our motto: Commoda Tua Ante Nostra, "Your Interest Before Ours."

As a fee-only fiduciary financial planning and investment practice, Meyer Capital Group wants to be a valued partner for individuals and families navigating life's financial traditions, with integrity, trust, and collaboration. For more than six decades, Meyer Capital Group has been a practice people count on to help preserve and grow their wealth. Currently, we provide services for client assets around the nation, totaling well over $2 billion as of March 2026.

Our team combines one-on-one personal attention with modern technology to deliver comprehensive investment management experience for each one of our clients.

We are looking for a Financial Planning Analyst to join our team. You will report to the Director of Financial Planning.

• 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

• 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 Money Guide Pro , Holistiplan, Tamarac Reporting, and Salesforce,Zock's. and Co-pilot preferred

• Medical, dental, and vision insurance
• 401k plan
• Paid parental leave
• 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
• Annual base salary range of $58,000 to $60,000, plus potential bonus, based on qualifications and experience

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision.

Based in Chicago with advisors across the U.S., we operate as a registered investment adviser (RIA).

AN EQUAL OPPORTUNITY

EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.