Financial Planning Analyst
1 week ago
Financial Planning Role
About GemHarvest Executive Recruiting
We are seeking a skilled Financial Planning Analyst to collaborate with our team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele.
Key Responsibilities
- Collaborate with Financial Advisors to provide planning services to high net worth and ultra-high net worth individuals and families
- Support a team-based culture with a focus on forward thinking and planning-driven growth
- Contribute to a robust client service team and professional management
- Participate in a hybrid schedule
Requirements
- 1-2+ years of experience in Financial Planning or Paraplanning
- On track towards CFP designation or interest in obtaining CFP within a year
- Drive to continuously improve and grow in a collaborative team-based environment
- Tech savvy, especially in Excel and financial planning software
What We Offer
- Competitive compensation package including a significant base salary, bonus, and benefits
- Excellent career growth trajectory within the firm
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