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Financial Planning Analyst - 835880

Company: Drake & Company Staffing Solutions
Location: Madison
Posted on: April 10, 2021

Job Description:

Our client is seeking a Financial Planning Analyst to complement their client focused team. In this role, you will ensure a positive client experience by assisting clients with data gathering, performing client analysis, and collaborating with the Financial Planning Manager on client strategy. Your talents will contribute to an outstanding client experience by:

  • Reviewing and updating client information as needed for client review meetings.
  • Preparing Financial Planning agendas.
  • Mastery of available financial planning software (NaviPlan and Money Guide Pro.)
  • Preparing Guardrail Illustration.
  • Analyzing legal documents to aid in estate planning in coordination with financial plan.
  • Identifying appropriate strategy for Protection Planning.
  • Understanding of stock option strategy.
  • Performing pension analysis.
  • Assisting Client in completion of Cash Flow Worksheet.
  • Copying and following up with home office on related issues.
  • May perform other duties of the Financial Planning Department as needed
  • Answering client questions and providing readily available information as it relates to servicing their accounts, when requested.
  • Maintain client files and records.
    To be successful in this role, you will need:
    • Bachelor's Degree in Accounting, Finance, Business, Economics, Statistics, or related field is preferred.
    • 4+ years in financial planning role is preferred.
    • Collaboration with internal team members is required.
    • Previous experience with MS Office (Word, Excel, Outlook, PowerPoint) software is required.
    • Experience with SalesForce or other Client Management software is preferred.
    • Previous NaviPlan experience is preferred.
    • Ability to build rapport via phone or in person with clients is preferred.
    • Professional, clear, and polite phone presence is required.
    • Ability to be highly detailed and organized is required.
    • Ability to read financial documents is required.
    • Demonstrated analytical skills and problem-solving skills required.
    • Ability to prioritize deliverables, track deliverable progress, and follow-up on outstanding matters is required.
    • Ability to manage time in an efficient, self-directed manner is required.
    • Ability to be proactive and professionally assertive with Financial Planners is required.
    • Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
    • Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
    • Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.
    • Ability to support and provide guidance for compliance within the Advisor's Practice.
    • Ability to comprehend instructions and take initiative is required.
    • Series 7, 66, Life, and Health Licenses and CRPC preferred.

Keywords: Drake & Company Staffing Solutions, Madison , Financial Planning Analyst - 835880, Accounting, Auditing , Madison, Wisconsin

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