Financial Planning Analyst

3 days ago


Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

At Campbell & Company, Wealth Advisors, and Certified Public Accountants, we are committed to delivering exceptional financial services to our clients. As a leading wealth management and CPA firm, we pride ourselves on our forward-thinking approach and rich history of excellence.

We are seeking a skilled Financial Planning Analyst to join our dynamic team. In this role, you will work closely with our experienced financial advisors to provide comprehensive support in the development and implementation of financial plans for our clients.

Key Responsibilities:
  • Conduct thorough research on various financial products, investment options, and market trends to inform client recommendations.
  • Analyze client financial information to develop tailored financial plans that meet their unique needs and goals.
  • Prepare detailed financial reports, including investment portfolio analyses, retirement projections, and risk assessments.
  • Collaborate with our financial advisors to ensure the smooth execution of client strategies and initiatives.

In order to succeed in this role, you will need to possess a strong understanding of financial planning principles, investment strategies, and risk management. You should also have excellent analytical skills, with the ability to interpret complex financial data.

The ideal candidate will have a Bachelor's degree in Finance, Economics, Business Administration, or a related field, as well as previous experience in a similar role within the financial services industry. Proficiency in financial planning software and tools, such as Redtail and Riskalyze, is also highly desirable.

We offer a competitive salary of $70,000 per year, commensurate with experience, along with a comprehensive benefits package, including health insurance, retirement plans, and paid time off. We are committed to providing opportunities for professional growth and development, and encourage our employees to pursue ongoing education and certification in their field.



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