Financial Planning Analyst recruitment
Position/Title: Financial Planning Analyst
Employee Type: Full-Time
A growing, independent wealth management firm is seeking a Financial Planning Analyst to assist in providing financial planning and investment-related services to their client base of high net worth individuals.
Responsibilities
- Prepare detailed wealth management plans for clients and prospective clients. The plan may include: cash flow analysis and projections, asset allocation, lifestyle analyses, investment management, risk management and estate planning;
- Prepare all investment account proposals and review performance reports;
- Assist with the preparation of all client review meeting materials along with the corresponding performance and financial reports/schedules;
- Assist in the monitoring of client investment portfolio allocations and makes corresponding trades when deemed necessary;
- Coordinate and communicate with the relationship management professionals and firm partners;
- Write white papers/position papers on changes to tax and estate law changes that impact our clients.
Qualifications
- CFP/CPA/CFA Preferred but not required
- Some Financial Planning experience preferred
- Organized; high attention to detail; likes to prioritize and multi-task
- Strong analytical skills and very strong Excel skills required
- Self-directed; displays initiative; self-starter with entrepreneurial spirit
- High energy and ability to thrive in a challenging environment characterized by multiple competing demands and proven ability to meet deadlines
- Passion for financial planning and for providing great client service
- Articulate
- Team Player
Contact Information
David Smith
Hillview Capital Advisors, LLC
Email: resumes-pa@hillviewcap.com
August 6, 2012
• Tags: Financial Planning Analyst recruitment, Private Banking, Wealth Management careers in the USA • Posted in: Financial