Financial Planning Analyst
3 days ago
We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.
Responsibilities:
- Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities.
- Analyze clients' financial goals, risk tolerance, and retirement needs.
- Prepare personalized financial plans based on clients' short- and long-term goals.
- Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.
- Help clients determine how much they need to save for retirement and create a strategy to meet those targets.
- Plan for retirement income strategies and minimizing tax liabilities in retirement.
- Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.
- Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.
- Provide guidance on charitable giving strategies to support clients’ philanthropic goals.
- Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.
- Advise clients on managing personal and business risks and mitigating potential financial losses.
- Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.
- Help clients make informed decisions about saving, spending, and investing their money.
- Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.
- Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.
- Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.
For immediate consideration, contact Mark.Loiacano@roberthalf.c0m
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CFP Designation
• Proficiency in financial planning and strategy.
• Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
• Proficient in spreadsheets, databases, and financial software applications.
• Strong analytical skills to assess data, facts, and figures used to develop strategies.
• Exceptional communication skills to effectively convey financial information to non-financial colleagues.
• Ability to work independently and collaborate effectively as part of a team.
For immediate consideration, contact Mark.Loiacano@roberthalf.c0m
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