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Now viewing: Financial Planning Analyst
LA
Lead Advisor, LLC
Financial Planning Analyst
Job Description
Role Description This is a full-time on-site role for a Financial Planning Analyst in Vernon Hills, IL. We are seeking an experienced and detail-oriented financial planning professional with at least three years of industry experience who is either a CFP® professional or actively pursuing the CFP® designation. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path. The Financial Planning Analyst will provide analytical and planning support to the advisory team through retirement analyses, investment proposals, insurance illustrations, portfolio reviews, and case preparation. This individual will play a key role in helping deliver comprehensive wealth management solutions while working primarily behind the scenes. The responsibilities of this position include, but are not limited to, the following: Responsibilities Prepare and maintain comprehensive financial plans. Conduct retirement income and cash flow analyses. Analyze investment statements, account holdings, and portfolio allocations. Develop investment proposals and portfolio recommendations. Prepare meeting materials and case analyses for advisors and client review meetings. Run life insurance, disability insurance, and investment illustrations. Support planning recommendations involving retirement accounts, including IRAs, Roth IRAs, 401(k)s, and qualified plans. Organize and summarize client financial data and documentation. Research planning strategies and assist with implementation. Collaborate with advisors and operations personnel to ensure a high-quality client experience. Maintain accurate and organized planning files and records. Stay current on industry developments, tax laws, retirement planning, and investment concepts. Qualifications Minimum 3 years of experience in wealth management, financial planning, or financial services Bachelor's degree in finance, Economics, Accounting, or related field required. SIE, Series 6 & 63, Series 7 - required Certified Financial Planner (CFP) designation preferred or active CFP candidate Strong understanding of investments, portfolio construction, and retirement planning. Exceptional analytical, organizational, communication and time-management skills. Self-motivated individual with a team-orientated focus. Expertise in Microsoft Office and related financial software systems.