Financial Planning Analyst

About the role

Financial Planning Analyst Nashville, TN Full-Time/Direct-Hire Job Duties Create financial plans Create meeting agendas and “draft recommendations” (To be finalized by client facing advisor) Prepare additional planning or sales materials Build asset allocation analysis and portfolio audit reviews of prospect and client portfolios Coordination and communication with operations team Degrees, Designations, and Licenses Bachelor’s Degree Ideally started with CFP certification or desire to pursue certification 7/63/SIE/L&H Industry experience 1-5 years Skill Requirements to excel in this position Understanding and execution of firm’s planning philosophy and planning process Ability to use firm planning philosophy to develop well thought out recommendations to meet client needs Mastery of firm Technology (PX, CRM, Morningstar, NMCIR, etc.) Skill Requirements to be promoted Fluent and confident in financial planning, tax strategies, estate planning, investments, insurance Crisp and professional client communication skills Emotional Intelligence to understand unique “client narratives” Great attitude