Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
RH
Robert Half
Financial Planning Analyst
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Analyst (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on California data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Analyst evaluates investment opportunities and makes recommendations to individuals and businesses. Analyzes the performance of different types of investments, studies business and economic trends and analyzes data to project company earnings
$99,687 / year median in California
-21% projected decline
Job Description
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives.
Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth.
Key ResponsibilitiesFinancial Planning SupportSchedule client meetings and assist with gathering financial information for planning purposes.
Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.
Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.
Document client interactions, action items, and planning progress within the firm's CRM system.
Maintain organized, accurate, and secure client records and documentation.
Analysis & ResearchConduct research on investment strategies, market trends, economic developments, and financial planning topics.
Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.
Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.
Prepare research reports, presentations, and supporting materials for advisor and client meetings.
Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.
Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.
Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.
Communicate professionally and effectively with advisors, clients, and internal team members.
Provide ongoing support to advisors and the broader financial planning team as needed.
Paid time off (PTO) and holidays.
Professional development opportunities to support ongoing learning and growth.401(k) Plan available, employer contributions are offered.
Structured mentorship and training from a team of licensed professionals.
Firm support for financial planning coursework, licensing exams, and CFP® certification.
Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth.
Key ResponsibilitiesFinancial Planning SupportSchedule client meetings and assist with gathering financial information for planning purposes.
Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.
Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.
Document client interactions, action items, and planning progress within the firm's CRM system.
Maintain organized, accurate, and secure client records and documentation.
Analysis & ResearchConduct research on investment strategies, market trends, economic developments, and financial planning topics.
Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.
Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.
Prepare research reports, presentations, and supporting materials for advisor and client meetings.
Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.
Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.
Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.
Communicate professionally and effectively with advisors, clients, and internal team members.
Provide ongoing support to advisors and the broader financial planning team as needed.
Benefits:
Company-paid health and dental insurance.Paid time off (PTO) and holidays.
Professional development opportunities to support ongoing learning and growth.401(k) Plan available, employer contributions are offered.
Structured mentorship and training from a team of licensed professionals.
Firm support for financial planning coursework, licensing exams, and CFP® certification.
Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry