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 Responsibilities Financial Planning Support

+ Schedule 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 & Research

+ Conduct 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 Requirements Ideal Candidate

+ Bachelor's degree preferred; Finance, Business, Economics, or a related field is a plus. + 0-2 years of professional experience; internship, academic, or early-career exposure to financial planning, investment research, financial analysis, or wealth management is preferred but not required.

+ Interest in pursuing industry licenses and professional designations, including the SIE and/or CFP® certification.

+ Strong analytical and quantitative skills with a genuine interest in financial markets, investments, and wealth management.

+ Comfortable learning new technologies and adapting to a systems-driven environment.

+ Excellent written, verbal, and interpersonal communication skills.

+ Highly organized and detail-oriented, with the ability to manage multiple projects and deadlines simultaneously.

+ Curious, coachable, and eager to learn within a collaborative and fast-paced professional environment.

+ Demonstrates professionalism, integrity, and discretion when handling confidential client information. Preferred Technology Experience Experience with financial planning software, CRM platforms, portfolio management tools, workflow automation solutions, and the Microsoft 365 suite is preferred but not required. The firm is willing to train candidates who demonstrate strong aptitude, curiosity, and a desire to learn. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .