Financial Planning Analyst

Willis Johnson Wealth
Houston, Texas, United States
Full Time
On Site
Junior
USD 60,000 – 80,000
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

The role of a Financial Planning Analyst involves supporting Wealth Managers with financial strategies, preparing financial plans, maintaining client relationships, and handling client cases under supervision, with opportunities for career advancement into advisory roles.

Responsibilities

The analyst supports Wealth Managers by preparing comprehensive financial plans, reports, and client presentations. They serve as the primary point of contact for clients and manage the administrative workflow of client cases.

Qualifications

Client Relationship Management Communication Data Analysis Financial Modeling Financial Planning Financial Software Investment Research Presentation Skills Tax Planning Team Collaboration

A bachelor's degree in Finance, Business, or Accounting is required, with a postgraduate degree preferred. Candidates should have 1-3 years of experience and be pursuing certifications such as CFP, CFA, or CPA, as well as Series 65 licenses.

English

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • Life Insurance
  • 401(k)
  • Paid Time Off
  • HSA Contributions
  • Professional Development Support
  • Quarterly Bonuses

Company

Willis Johnson Wealth

Willis Johnson Wealth

linkedin
Investment Management
Location
Houston, Texas, United States

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Excellent 4.7
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