Financial Planning Analyst

3 weeks ago


philadelphia, United States myCIO Wealth Partners Full time

myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader in objective financial planning and investment advisory advice.

We are looking for organized, energetic and smart individuals to join and participate in our unprecedented growth.


Position Overview:


Our Wealth Management and Planning Analyst works with Senior Analysts and Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including daily account administration, investment proposal and performance review preparation, as well as assisting in preparing deliverables that cover all areas of Financial Planning. The role will have a strong focus on administration of client relationships including account openings, alternative investment subscriptions, and various custodian-related paperwork.


Key Areas of Responsibility:


•       Compile monthly & quarterly reports on portfolio performance

•       Monitor and update client asset allocations

•       Perform due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds

•       Prepare and coordinate materials for client meetings

•       Compile quarterly tax projections

•       Preparation and/or review of select client income tax returns (Forms 1040, etc).

•       Support the Partners and their team by providing operational functions such as:

o  Money movement (i.e. wire and journals)

o  Account creation and maintenance

o  Ad hoc project management

o  Portfolio performance updates

o  CRM database management


Qualifications:

•       0 to 2 years of relevant experience

•       Completed or pursuing CFP®, CFA or similar designation

•       Bachelors’ degree or higher from an accredited university; major in financial planning business, accounting, finance, or economics preferred

•       Strong interest in investment advisory and general financial planning services

•       Excellent written & verbal communications skills

•       Excellent computer skills, including Excel, Word, Power Point. Experience with Tamarac, eMoney, Zephyr, Portfolio Center desirable but not necessary

•       Reliable, follows through on commitments; a self-starter when it comes to new challenges

•       Must be organized, detail-oriented and able to manage and prioritize tasks

•       Able to work under pressure and meet deadlines in a fast-paced, demanding environment


myCIO rewards its team members’ hard efforts with attractive salaries and top tier performance bonus and profit sharing plans.



  • Philadelphia, Pennsylvania, United States myCIO Wealth Partners Full time

    At myCIO Wealth Partners, we are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team. As a key member of our wealth management team, you will be responsible for providing support to our senior analysts and advisors in the areas of daily account administration, investment proposal and performance review preparation, and...


  • Philadelphia, United States myCIO Wealth Partners Full time

    myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...


  • philadelphia, United States myCIO Wealth Partners Full time

    myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...


  • Philadelphia, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment...


  • Philadelphia, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of a Financial Planning Analyst to join our client's team in Philadelphia, Pennsylvania. This role is centered around assisting with the wealth management and financial planning needs of our clients. The successful candidate will be responsible for providing support with daily account administration,...


  • Philadelphia, Pennsylvania, United States Beacon Hill Full time

    Job Title: Senior Financial AnalystAt Beacon Hill, we are seeking a highly skilled Senior Financial Analyst to join our team.Job Summary:As a Senior Financial Analyst, you will be responsible for performing general accounting duties, including assisting the financial planning & analysis function.Key Responsibilities:* Assist in month-end close* Perform...


  • Philadelphia, Pennsylvania, United States GM Financial Full time

    About the RoleThe Senior Credit Analyst position at GM Financial offers an exciting opportunity to utilize analytical and problem-solving skills in a dynamic environment. This role is responsible for researching and assessing credit risks, ensuring compliance with State and Federal regulations, and fostering relationships with automobile dealers.As a key...


  • Philadelphia, Pennsylvania, United States Pennsylvania Medicine Full time

    Job Title: Senior Financial AnalystPenn Medicine is committed to delivering exceptional patient care, advancing medical research, and educating future healthcare leaders. As a Senior Financial Analyst, you will play a critical role in supporting the organization's financial planning and analysis efforts.Key Responsibilities:Prepare and analyze financial...

  • Financial Analyst

    1 month ago


    Philadelphia, United States 4 Staffing Corp Full time

    Finance Analyst Opportunity in Philadelphia PA Travel 20% (Orlando FL) Our client a leading organization in Hotel & Hospitality Industry in greater Philadelphia is seeking a talented Finance Analyst to join their dynamic team. If you have a strong background in financial reporting and a passion for delivering impactful business insights this could be the...

  • Financial Analyst

    1 month ago


    Philadelphia, United States 4 Staffing Corp Full time

    Finance Analyst Opportunity in Philadelphia PA Travel 20% (Orlando FL) Our client a leading organization in Hotel & Hospitality Industry in greater Philadelphia is seeking a talented Finance Analyst to join their dynamic team. If you have a strong background in financial reporting and a passion for delivering impactful business insights this could be the...


  • Philadelphia, Pennsylvania, United States Environmental Construction Services Full time

    Job SummaryEnvironmental Construction Services is seeking a highly skilled Senior Financial Analyst to join its team. The ideal candidate will have a strong background in accounting and financial management, with expertise in budgeting, financial reporting, and financial analysis. The Senior Financial Analyst will be responsible for providing financial...


  • Philadelphia, United States Essity Full time

    Business Financial Analyst - Essity244139 DESCRIPTION/RESPONSIBILITIES: Business Financial Analyst About the Role We are looking for a Finance Analyst with an analytical, collaborative and business-oriented profile. Their role is to control the performance of specific lines of P&L and Working Capital and support the development of specific categories. In...

  • Financial Analyst II

    1 month ago


    Philadelphia, Pennsylvania, United States Jefferson Health Full time

    Financial Analyst IIAt Jefferson Health, we are seeking a highly skilled Financial Analyst II to join our team. As a key member of our financial operations team, you will be responsible for analyzing and interpreting financial data to inform business decisions. Your expertise will be essential in ensuring the accuracy and integrity of our financial...

  • Financial Analyst

    4 weeks ago


    Philadelphia, Pennsylvania, United States Samsara Full time

    About the Role:We are seeking a highly skilled Financial Analyst to join our Finance & Strategy team at Samsara. As a key member of our team, you will be responsible for managing R&D program expenses from budget creation through performance tracking.Working closely with engineering and product leaders, as well as accounting and supply chain teams, you will...


  • Philadelphia, Pennsylvania, United States Midatlantic Employers' Association Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Midatlantic Employers' Association. The ideal candidate will have a strong background in non-profit financial accounting and experience with budgeting, financial analysis, and financial reporting.The Senior Financial Analyst will be responsible for managing the financial...

  • Financial Analyst

    6 days ago


    Philadelphia, United States Partner's Consulting, Inc. Full time

    Title: Financial Analyst ILocation: Philadelphia, PAType: ContractOur client is seeking a Financial Analyst I who will be responsible for preparing monthly network payments and accruals. This role is responsible for reconciling payments and accruals while also providing financial analysis, reporting, and general support for the Accounting department. The...

  • Financial Analyst

    3 weeks ago


    Philadelphia, United States Robert Half Full time

    Job DescriptionJob DescriptionA well-known company in the Philadelphia, Pennsylvania area has an entry-level opportunity available for a Financial Analyst through Robert Half. As a Financial Analyst's you will be assisting in various financial projects, including the creation of purchase orders, handling credit payments, and using internal software...


  • Philadelphia, Pennsylvania, United States Aramark Full time

    Job DescriptionThe Financial Analyst will partner with various Finance Teams to provide financial support and oversight to lines of business, supporting companywide financial planning and analysis activities. This role will support Finance leadership and the line of business with financial analysis, reporting, and explanations. Additionally, this position...

  • Financial Analyst

    1 month ago


    Philadelphia, United States Robert Half Full time

    Job DescriptionJob DescriptionA well-known company in the Philadelphia, Pennsylvania area has an entry-level opportunity available for a Financial Analyst through Robert Half. As a Financial Analyst's you will be assisting in various financial projects, handling credit payments, and using internal software systems. Candidates with a passion for analysis,...

  • Financial Analyst

    3 weeks ago


    Philadelphia, United States 4 Staffing Corp Full time

    About the job Financial Analyst - Philadelphia, PA Finance Analyst Opportunity in Philadelphia, PATravel - 20% (Orlando, FL) Our client, a leading organization in Hotel & Hospitality Industry in greater Philadelphia, is seeking a talented Finance Analyst to join their dynamic team. If you have a strong background in financial reporting and a passion for...