Financial Analyst

6 days ago


Pasadena, California, United States Shuster Advisory Group, LLC Full time
Job Summary

We are seeking a highly skilled Financial Analyst to join our team at Shuster Advisory Group, LLC. As a key member of our retirement planning division, you will be responsible for analyzing data, creating comprehensive reports, and providing exceptional client service.

Key Responsibilities
  • Analyze and integrate data from various sources to create informative presentations and reports.
  • Develop and maintain reports to monitor plan participation, performance, and costs.
  • Assist in the preparation of retirement planning client and prospect presentations.
  • Create and present plans to retirement planning clients/prospects, including strategy, design, and funding.
  • Recommend plan changes as necessary.
  • Consult with retirement planning clients on the legal and regulatory environment and its impact on their plans or benefits.
  • Provide client support for annual audits and regulatory filings.
Requirements
  • Advanced MS Office skills, with a focus on Excel and PowerPoint.
  • Experience with analyzing retirement plans, including 401(k), 457(b), 401(a), 403(b), and Defined Benefit Plans.
  • Experience with Retirement Plan Advisory Group (RPAG), Fi360, and/or Morningstar is a plus.
  • Series 65 is a plus.
  • Strong written and verbal communication skills.
  • Strong organizational, customer service, and analytical skills.
  • Ability to handle multiple time-sensitive projects with accuracy and attention to detail.
About Us

Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospital, and governmental clients and deliver comprehensive wealth management services to individual investors.

We are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for a Financial Analyst who shares our values and is passionate about creating an inclusive and welcoming environment for all.


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