Overview

Alera Group Midwest is searching for a Dynamic Financial Planning Analyst/Intern to join our team.

Our team has a deep commitment to the long-term success of our clients. With an emphasis on collaboration and teamwork, we create unique solutions that fit the distinct needs of our clients. Alera Group Midwest is passionate about doing what is right for every client, driven by the highest standards of professionalism, ethics, integrity, character, fairness, trust, and confidence.

Responsibilities

• Gather and maintain client data.
• Enter client information into the firm’s financial planning software tool, eMoney. Data entry includes financial goals and retirement analysis, Social Security income, education costs, charitable planning, insurance details, stock options and income expense cash flow reports. 
• Compile, enter and monitor data in the firm’s CRM system.
• Assist clients with aggregation of their financial accounts.
• Maintain confidentiality of highly sensitive financial data and information.
• Assist with the compilation of detailed financial reports using calculations, data, and other client-approved information.
• Assist with the creation of financial action plans for individuals.
• Research various financial planning questions.
• Work closely with team members to achieve and support the company’s vision, mission, and strategy.

Qualifications

• Basic computational skills.
• Working knowledge of Microsoft Outlook, Word, and Excel.
• Core knowledge of and/or interest in learning the financial industry, financial products, and financial planning concepts to include.
  • Investments
  • Budgeting
  • Taxes
  • Risk management
  • Estate planning
  • Retirement planning
• Strong organizational skills, multitasking, accuracy, and meticulous adherence to details required.
• Ability to learn and use the firm’s process, tools, and methodology as part of the financial planning activities.
• Ability to perform research and compile reports.
• Interest in learning forecasting and analyzing data.
• Professional and courteous demeanor with a team-player mind-set.

Equal Opportunity Employment

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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