Financial Planning Analyst

Cincinnati, OHFull-Time/Direct-HireJob DutiesCreate financial plansCreate meeting agendas and “draft recommendations” (To be finalized by client facing advisor)Prepare additional planning or sales materialsBuild asset allocation analysis and portfolio audit reviews of prospect and client portfoliosCoordination and communication with operations teamDegrees, Designations, and LicensesBachelor’s DegreeIdeally started with CFP certification or desire to pursue certification 7/63/SIE/L&HIndustry experience1-5 yearsSkill Requirements to excel in this positionUnderstanding and execution of firm’s planning philosophy and planning processAbility to use firm planning philosophy to develop well thought out recommendations to meet client needsMastery of firm Technology (PX, CRM, Morningstar, NMCIR, etc.)Skill Requirements to be promotedFluent and confident in financial planning, tax strategies, estate planning, investments, insuranceCrisp and professional client communication skillsEmotional Intelligence to understand unique “client narratives”Great attitude