Senior Financial Planning & Analysis Manager

We’re Hiring: Senior Financial Planning & Analysis Manager

On-Site | Full-Time | Camp Hill, PA

Are you a financial professional with a passion for strategy, analysis, and helping clients achieve their goals? We are seeking a Senior Financial Planning & Analysis Manager to join our growing team. This is an exciting opportunity to make a meaningful impact while working in a fast-paced, client-focused environment.

What You’ll Do:

✅ Assess client needs and create tailored financial plans

✅ Prepare in-depth financial reports using leading tools

✅ Conduct trades and recommend investment products/services aligned with client objectives, risk, and resources

✅ Apply advanced financial concepts—present & future value, annuities, IRR, and more—to real-world planning

✅ Provide expert analysis in capital gains, Roth conversions, and retirement planning

✅ Prepare and review client financial content and conduct regular check-ins

What We’re Looking For:

• Series 11, Series 7 & 66, or 63 license required
• Strong financial planning expertise with analytical depth
• Excellent interpersonal and communication skills
• Proactive, organized, and detail-oriented mindset
• Commitment to delivering outstanding client service
  
  

Why Join Us?

• Competitive compensation
• Opportunity to grow with a dynamic, expanding firm
• Collaborative, client-first culture
  
  

If you’re ready to take your career to the next level and thrive in a role where your expertise truly matters, we’d love to meet you!

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