Financial Planning Analyst

Job Summary

This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.

Job Description

This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.

What is the opportunity?

As an integral part of the Family Office Service (FOS) team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning Specialists in their respective regions. Both services require the preparation and ongoing development of our proprietary “Comp...