Financial Planner

Financial Planner / Financial Planning AnalystPhiladelphia Area | Full-TimeGrowing independent wealth management firm is seeking a Financial Planner / Financial Planning Analyst to join its expanding team. This is an excellent opportunity for a recent or early-career business graduate looking to build a long-term career in financial planning, wealth management, and investment advisory services.The ideal candidate will be a strong academic performer with a 3.5 GPA or higher and a Bachelor's degree in Business, Finance, Accounting, Economics, Financial Planning, or a related business discipline.What You'll DoSupport Senior Financial Planners and Advisors with client financial planning and wealth management needsAssist with investment portfolio analysis, performance reporting, and asset allocation reviewsPrepare materials and presentations for client meetingsAssist with financial planning analyses, tax projections, and related client deliverablesResearch and perform due diligence on investment products, including mutual funds, ETFs, separate accounts, and alternative investmentsAssist with client account openings, maintenance, money movement, and custodian-related documentationMaintain accurate client information and CRM recordsAssist with financial planning and investment-related projects and other ad hoc analysesWhat We're Looking ForBachelor's degree in Business, Finance, Accounting, Economics, Financial Planning, or a related fieldMinimum 3.5 undergraduate GPA0–2 years of professional experience; internships or relevant academic experience are a plusStrong interest in financial planning, investments, and wealth managementExcellent analytical, organizational, written, and verbal communication skillsStrong Excel and Microsoft Office skillsHighly detail-oriented with the ability to manage multiple priorities and meet deadlinesSelf-motivated, dependable, and eager to learnInterest in pursuing the CFP®, CFA, or another relevant professional designation is a plusWhy This Opportunity?This is an opportunity to join a highly respected independent wealth management organization with significant growth and exposure to sophisticated financial planning and investment strategies. You'll work closely with experienced advisors and planners while developing the skills needed for a long-term career in wealth management.Competitive salary + performance bonus + profit sharing and excellent long-term career growth.