Financial Planning Analyst
7 days ago
Join a dynamic team of professionals at GemHarvest Executive Recruiting as we seek 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.
About the Role
We are seeking a detail-oriented and tech-savvy individual with 1-2+ years of experience in financial planning or paraplanning to join our team. As a Financial Planning Analyst, you will work closely with our Financial Advisors to provide planning services to high net worth and ultra-high net worth individuals and families.
Key Responsibilities
- Collaborate with Financial Advisors to provide comprehensive financial planning services
- Support the development of financial plans and investment strategies
- Assist with data analysis and financial modeling
- Stay up-to-date with industry trends and best practices
Requirements
- 1-2+ years of experience in financial planning or paraplanning
- On track towards CFP designation or interest in obtaining CFP within a year
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
What We Offer
We offer a competitive compensation package, including a significant base salary, bonus, and benefits. Our team is committed to continuous learning and growth, and we provide opportunities for professional development and advancement.
Apply Now
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