Financial Planning Analyst

6 days ago

Glastonbury, Connecticut, United States Transcend Practice Management Full time
About Transcend Practice Management

We are a holistic financial planning practice serving the needs of high-net-worth individuals. Our mission is to provide exceptional outcomes built on exceptional relationships and service. We take pride in our commitment to helping clients achieve their retirement goals with confidence and peace of mind.

Job Summary

We are seeking a skilled Financial Planning Analyst to join our team. As a key member of our team, you will collaborate with Advisors to help service and report on the performance of our portfolio models. You will be responsible for a mixture of back-office and client-facing responsibilities, including creating investment reports, monitoring and servicing client accounts, helping prepare presentations on portfolio performance, and presenting reports to clients in conjunction with our Advisors.

Key Responsibilities
  • Provide ongoing planning and client relationship support to Advisors.
  • Monitor, service, and create investment reports across each of our portfolio models.
  • Participate in client meetings to support the Advisors, take meeting notes to ensure completeness and accuracy of client conversations, and execute financial planning tasks as directed by the Advisors.
  • Help translate portfolio performance into common sense insights that will update and educate clients.
  • Execute portfolio and client account adjustments as directed by the Advisor and management team.
  • Ensure client satisfaction through exceptional service and relationship management.
  • Implement all advisor recommendations and client requests while adhering to compliance requirements.
  • Escalate account or investment problems and bring to the attention of the Advisors and firm management as needed.
  • Stay current on trends in the investment management and financial planning space.
Requirements
  • Bachelor's degree required; majors in English, Math, or History preferred.
  • CFA (Level 3) or CFP designation required or partial completion of CFA (Level 1 or 2) with experience in wealth management.
  • 5+ years in the wealth planning industry.
  • Stellar communication and relationship management skills.
  • Significant client-facing experience.
  • Investment writing and research experience.
  • Strong computer skills are required: Microsoft Office, CRM, investment platform software, and experience creating visual investment reports.
  • Demonstrated job stability and career progression.
About the Ideal Candidate

We welcome a diverse pool of applicants from various backgrounds. The ideal candidate will possess a strong commitment to meeting and exceeding client expectations, proactiveness, and a willingness to anticipate both client and coworker needs. They will also have outstanding organizational and analytical skills, impeccable attention to detail, and a positive attitude.

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