Financial Planning Analyst

Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee‑owned, full‑spectrum boutique firm with over $7 billion in assets under management. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their wealth, and strategically provide robust protection measures.

Level: Analyst

Hours:

Full-Time

Salary Range: $90,

Rothschild Wealth Partners is seeking a Financial Planning Analyst to join one of our distinguished wealth advisors. This role plays a vital part in delivering tailored, high‑level financial solutions with the precision and care our clients expect.

The analyst will be responsible for the execution of a variety of complex tasks within an advanced wealth management environment. The role involves direct engagement with high‑net‑worth clients while closely collaborating with an experienced senior wealth advisor.

This is a position within a fast‑paced, high‑expectation firm undergoing significant growth. The ideal candidate is resourceful, detail‑oriented, and has demonstrated success within the industry. The ability to operate independently and solve problems in a dynamic environment is essential.

• Work with the client design team to lead and enhance the “Rothschild Way” client experience, including onboarding, meeting preparation, post‑meeting deliverables, and special client requests.
• Act as a resource for Rothschild team members seeking guidance on comprehensive wealth planning matters, including estate and wealth transfer planning, investment portfolio structure, money movement and titling, and various trust structures.
• Contribute to weekly team meetings and report on ongoing tasks. The ideal candidate will bring the technical expertise needed to partner closely with senior advisors on complex client matters.
• Review and refine marketing materials and client communications to ensure clarity, accuracy, and visual appeal.
• Oversee key annual planning initiatives, including required minimum distribution (RMD) compliance, gifting, and tax loss harvesting.

• Bachelor’s degree in Business, Finance, Economics, Financial Planning, or a related field. CFP or CFA designation is highly desired.
• A minimum of 2–4 years of experience in the financial planning field.
• Relevant licenses, such as Series 7, 63, 24, and 65/66, with a clean regulatory history.
• Proven experience working with high‑net‑worth clients across a wide range of financial topics.
• Advanced knowledge in financial planning, including investment management, tax strategies, estate planning, and insurance solutions.
• Strong proficiency in Microsoft Excel, with the ability to use the software quickly and effectively in a meeting preparation environment.
• Exceptional organizational skills and strong attention to detail, with excellent verbal and written communication abilities.

At Rothschild Wealth, we don't rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments when appropriate, and use risk management to protect against the downside. We are dedicated students of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to continuous learning ensures that we always provide the highest quality service, unlocking our clients’ financial potential.

We recognize our people drive everything we accomplish, and as such, we are dedicated to investing in our employees by fostering a culture of continuous learning, growth, and excellence.

Our team works hard, and we recognize the importance of taking care of our people. We offer a comprehensive suite of benefit offerings to support the health, well‑being, and financial health of our employees and their families. Our robust benefits package underscores our commitment to our people, our most important asset.

Rothschild seeks excellence through diversity in its staff. We prohibit discrimination based on race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, or marital status.