Financial Planning Analyst - Meyer Capital

Hightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking a Financial Planning Analyst to analyze client data and assist in preparing financial plans, while also participating in client service and operational tasks.

Responsibilities

• 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

Skills

• 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 MoneyGuidePro, Holistiplan, Tamarac Reporting, and Salesforce, Zock's, and Co-pilot

Benefits

• Medical, dental, and vision insurance
• 401k plan
• Paid parental leave
• Hybrid Work Environment
• 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

Company Overview