Financial Planning Analyst

COMPANY DESCRIPTION

C³ Wealth Management provides our clients the confidence and security to help them achieve financial independence and fulfill their purpose. Our nationally recognized team serves as a financial partner, providing comprehensive and collaborative financial planning strategies to address the unique objectives and challenges of our clients. Our focus on client well-being—paired with sound investment portfolios, disciplined risk management techniques, and effective tax and estate planning tools places us at the forefront of our profession.

OVERALL FUNCTION

The ideal candidate for the Financial Planning Analyst is an individual who is pro-active, independent, and well-organized with the ability to interface well with all clients and colleagues. This individual will play a critical role in supporting our financial advisors and clients by developing comprehensive financial plans and conducting in-depth financial analysis to support strategic recommendations. This position requires a strong understanding of financial planning principles, exceptional analytical skills, and the ability to communicate complex financial information clearly and effectively.

GENERAL RESPONSIBILITIES

• Collaborate with financial advisors to develop and implement customized financial analyses for clients
• Establish a thorough understanding of clients' financial situations, including goal funding, cash flow, retirement planning, and estate planning
• Gain proficiency in using both in-house and industry-standard financial analysis tools and software
• Identify and implement necessary adjustments in financial analyses to achieve desired outcomes and ensure precision
• Prepare accurate and comprehensive financial reports and presentations for client and prospect meetings
• Complete case preparation, including generating and organizing standard documents for client meetings and reviews
• Provide general administrative support to principals and the team as needed
• Undertake any other tasks or responsibilities deemed appropriate by the principals of the firm
• Ensure strict compliance with all regulatory requirements and company policies
• Stay current with industry trends, regulations, and best practices in wealth management and financial planning

QUALIFICATIONS

• State health and life licensed (or gain licensing within 60 days of employment)
• Ability to work in a fast-paced environment, both independently and on a team
• Continue insurance education through schools, academies, licenses, registrations and designations
• Exceptional organizational and time management skills, with the ability to prioritize tasks and meet deadlines efficiently
• Meticulous attention to detail, accuracy, and reliability, with the capacity to excel in a fast-paced environment
• Strong analytical and problem-solving abilities, coupled with excellent written and verbal communication skills, and adept at navigating and interpreting large data sets
• Ability to maintain high degree of confidentiality and diplomacy, while adhering to regulatory and company compliance requirements
• Advanced computer skills, demonstrating efficiency and speed in data entry and navigating through various software applications
• Demonstrated ability to learn new concepts quickly and effectively
• Proficient in CRM systems and Microsoft Office applications, including Outlook, Word, and Excel
• Honest and respectful demeanor, with a strong ethical foundation.

ADDITIONAL REQUIREMENTS

• In office work environment

INCENTIVES

• Competitive compensation
• Employer retirement plan with matching contribution
• Full benefits including medical, dental, vision, life and long-term disability insurance
• Flexible scheduling with sick and vacation pay
• Reimbursement for expenses related to industry licenses or professional accreditation programs
• Opportunity to gain knowledge and experience by working with a highly respected and successful financial services team