Financial Planning Analyst

About This Role

The Investment Advisory Analyst provides investment guidance and support to senior professionals and high-net-worth clients for an RIA. This role involves preparing financial materials, researching investment products, and coordinating recommendations.

Responsibilities

• Provide investment guidance to senior professionals and high-net-worth clients
• Prepare balance sheets and assist with inquiries related to asset allocation, portfolio construction, and market developments
• Research investment products and evaluate their suitability for client portfolios
• Conduct broader investment research across asset classes and planning topics
• Prepare materials for internal investment committees and retirement plan oversight meetings
• Draft client communications, including memos, performance updates, newsletters, and digital content
• Document client interactions and maintain detailed records of advisory activities
• Facilitate transactions across the firm’s investment offerings
• Coordinate the implementation of investment recommendations with external service providers

Requirements

• 1-2 years of experience in investment consulting, wealth management, or a related advisory role
• Strong understanding of investments, asset allocation, and financial planning concepts
• Excellent communication, organizational, and interpersonal skills
• Ability to operate effectively in a fast-paced environment, manage multiple priorities, and engage proactively with clients
• High level of integrity and professionalism when handling confidential financial information

Qualifications

• Bachelor’s or master’s degree in finance, economics, or a quantitative discipline
• 1-2 years of experience in investment consulting, wealth management, or a related advisory role

Nice to Have

• CFA, CAIA, or CFP credentials
• Interest in pursuing CFA, CAIA, or CFP designations
• Willingness to obtain Series 65 license