Senior Financial Planning Analyst

3 weeks ago


Stamford, Connecticut, United States Webster Bank Full time

At Webster Bank, we're committed to helping individuals, families, and businesses achieve their financial goals. As a Senior Financial Planning Analyst, you'll play a critical role in providing comprehensive financial planning analyses and recommendations to our clients.

Responsibilities:

Collect and review client information to summarize their personal and financial situation.

Prepare detailed financial analyses and projections using software such as eMoney and Excel spreadsheets.

Present financial plans and analyses to clients, ensuring they understand their options and make informed decisions.

Stay up-to-date with tax law, regulations, and investment climate to provide expert advice.

Collaborate with Private Bank colleagues to strengthen client relationships and expand business opportunities.

Requirements:

Bachelor's degree required; MBA or JD a plus.

Certified Financial Planner (CFP) designation required.

Minimum seven to ten years relevant experience.

Strong analytical skills, attention to detail, and excellent communication skills.

Proficient in Excel and financial planning software such as eMoney.

The estimated salary range for this position is $120,000 USD to $160,000 USD, with potential for incentive compensation.

We're an equal opportunity employer and welcome applications from diverse candidates.



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